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 | $9,146 | $54,705-83.3% | $71,209-87.2% | $84,808-89.2% |
| Participation rate | 55.2% | 64.1%-8.9pp | 73.8%-18.6pp | 68.3%-13.1pp |
| Annual return | 17.04% | 35.90%-18.9pp | 282.51%-265.5pp | 40.90%-23.9pp |
| Employer contribution / active EE | $326 | $2,158-84.9% | $2,721-88.0% | $2,631-87.6% |
| Participant deferral / active EE | $1,022 | $3,030-66.3% | $4,175-75.5% | $4,212-75.7% |
| Admin fee / account holder | $892 | $4,863-81.7% | $5,349-83.3% | $7,344-87.9% |