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 | $14,491 | $51,576-71.9% | $129,207-88.8% | $80,856-82.1% |
| Participation rate | 47.4% | 57.0%-9.6pp | 69.6%-22.2pp | 67.6%-20.3pp |
| Annual return | 12.18% | 20.81%-8.6pp | 9417.33%-9405.1pp | 35.59%-23.4pp |
| Employer contribution / active EE | $985 | $1,584-37.8% | $4,153-76.3% | $2,755-64.3% |
| Participant deferral / active EE | $1,655 | $2,669-38.0% | $4,168-60.3% | $4,296-61.5% |
| Admin fee / account holder | $861 | $4,305-80.0% | $7,715-88.8% | $6,918-87.6% |