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 | $88,365 | $99,918-11.6% | $81,382+8.6% | $145,922-39.4% |
| Participation rate | 40.0% | 74.2%-34.2pp | 69.5%-29.5pp | 80.3%-40.3pp |
| Annual return | 13.37% | 34.32%-21.0pp | 24.73%-11.4pp | 561.29%-547.9pp |
| Employer contribution / active EE | $412 | $2,978-86.2% | $2,463-83.3% | $4,660-91.2% |
| Participant deferral / active EE | $1,544 | $4,605-66.5% | $3,883-60.2% | $6,688-76.9% |
| Admin fee / account holder | $4,331 | $8,212-47.3% | $5,768-24.9% | $13,397-67.7% |