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 | $55,207 | $49,915+10.6% | $154,803-64.3% | $74,304-25.7% |
| Participation rate | 15.8% | 54.0%-38.1pp | 78.1%-62.2pp | 60.3%-44.5pp |
| Annual return | 15.05% | 34.06%-19.0pp | 58.88%-43.8pp | 29.43%-14.4pp |
| Employer contribution / active EE | $324 | $1,611-79.9% | $4,305-92.5% | $2,241-85.5% |
| Participant deferral / active EE | $1,028 | $2,255-54.4% | $5,540-81.4% | $3,767-72.7% |
| Admin fee / account holder | $436 | $2,189-80.1% | $14,329-97.0% | $2,969-85.3% |