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 | $29,469 | $37,426-21.3% | $77,482-62.0% | $79,858-63.1% |
| Participation rate | 7.1% | 41.5%-34.4pp | 54.2%-47.0pp | 69.6%-62.5pp |
| Annual return | 18.81% | 39.70%-20.9pp | 54.79%-36.0pp | 31.71%-12.9pp |
| Employer contribution / active EE | $126 | $637-80.2% | $986-87.2% | $2,471-94.9% |
| Participant deferral / active EE | $518 | $1,260-58.9% | $1,861-72.2% | $3,740-86.2% |
| Admin fee / account holder | $313 | $2,504-87.5% | $2,858-89.0% | $5,306-94.1% |