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 | $17,582 | $80,717-78.2% | $154,803-88.6% | $84,808-79.3% |
| Participation rate | 62.5% | 66.8%-4.3pp | 78.1%-15.6pp | 68.3%-5.8pp |
| Annual return | 15.06% | 37.96%-22.9pp | 58.88%-43.8pp | 40.90%-25.8pp |
| Employer contribution / active EE | $701 | $2,761-74.6% | $4,305-83.7% | $2,631-73.4% |
| Participant deferral / active EE | $1,186 | $3,303-64.1% | $5,540-78.6% | $4,212-71.8% |
| Admin fee / account holder | $840 | $6,746-87.5% | $14,329-94.1% | $7,344-88.6% |