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 6-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 | $12,336 | $49,915-75.3% | $154,803-92.0% | $74,304-83.4% |
| Participation rate | 57.4% | 54.0%+3.5pp | 78.1%-20.6pp | 60.3%-2.9pp |
| Annual return | 20.86% | 34.06%-13.2pp | 58.88%-38.0pp | 29.43%-8.6pp |
| Employer contribution / active EE | $497 | $1,611-69.2% | $4,305-88.5% | $2,241-77.8% |
| Participant deferral / active EE | $1,477 | $2,255-34.5% | $5,540-73.3% | $3,767-60.8% |
| Admin fee / account holder | $304 | $2,189-86.1% | $14,329-97.9% | $2,969-89.8% |