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 | $10,953 | $81,248-86.5% | $155,509-93.0% | $80,856-86.5% |
| Participation rate | 27.4% | 66.2%-38.8pp | 78.2%-50.8pp | 67.6%-40.2pp |
| Annual return | 28.93% | 33.31%-4.4pp | 64.67%-35.7pp | 35.59%-6.7pp |
| Employer contribution / active EE | $0 | $3,100-100.0% | $4,672-100.0% | $2,755-100.0% |
| Participant deferral / active EE | $1,150 | $3,452-66.7% | $5,626-79.6% | $4,296-73.2% |
| Admin fee / account holder | $455 | $7,997-94.3% | $15,912-97.1% | $6,918-93.4% |