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 | $11,967 | $51,175-76.6% | $70,515-83.0% | $75,163-84.1% |
| Participation rate | 22.2% | 60.9%-38.7pp | 68.3%-46.1pp | 67.2%-45.0pp |
| Annual return | 19.14% | 30.02%-10.9pp | 32.77%-13.6pp | 160.62%-141.5pp |
| Employer contribution / active EE | $707 | $1,826-61.3% | $2,973-76.2% | $2,670-73.5% |
| Participant deferral / active EE | $1,830 | $2,849-35.8% | $4,567-59.9% | $4,125-55.6% |
| Admin fee / account holder | $2,151 | $4,091-47.4% | $6,412-66.5% | $5,651-61.9% |