See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 7-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $54,771 | $57,057-4.0% | $85,009-35.6% | $80,874-32.3% |
| Participation rate | 11.8% | 56.4%-44.5pp | 67.5%-55.7pp | 67.6%-55.8pp |
| Annual return | 28.96% | 21.66%+7.3pp | 66.47%-37.5pp | 35.62%-6.7pp |
| Employer contribution / active EE | $482 | $1,799-73.2% | $2,728-82.3% | $2,756-82.5% |
| Participant deferral / active EE | $1,477 | $3,112-52.5% | $4,522-67.3% | $4,297-65.6% |
| Admin fee / account holder | $1,304 | $4,986-73.8% | $6,153-78.8% | $6,935-81.2% |