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 8-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 | $25,086 | $91,190-72.5% | $178,490-85.9% | $79,858-68.6% |
| Participation rate | 33.8% | 69.2%-35.5pp | 81.9%-48.2pp | 69.6%-35.9pp |
| Annual return | 12.91% | 24.19%-11.3pp | 151.07%-138.2pp | 31.71%-18.8pp |
| Employer contribution / active EE | $496 | $3,256-84.8% | $5,011-90.1% | $2,471-79.9% |
| Participant deferral / active EE | $1,119 | $3,236-65.4% | $5,202-78.5% | $3,740-70.1% |
| Admin fee / account holder | $570 | $6,751-91.6% | $13,984-95.9% | $5,306-89.3% |