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 9-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 | $50,366 | $81,248-38.0% | $155,509-67.6% | $80,856-37.7% |
| Participation rate | 9.4% | 66.2%-56.9pp | 78.2%-68.8pp | 67.6%-58.3pp |
| Annual return | 14.05% | 33.31%-19.3pp | 64.67%-50.6pp | 35.59%-21.5pp |
| Employer contribution / active EE | $438 | $3,100-85.9% | $4,672-90.6% | $2,755-84.1% |
| Participant deferral / active EE | $1,398 | $3,452-59.5% | $5,626-75.1% | $4,296-67.5% |
| Admin fee / account holder | $1,379 | $7,997-82.8% | $15,912-91.3% | $6,918-80.1% |