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 | $12,431 | $54,762-77.3% | $90,281-86.2% | $72,985-83.0% |
| Participation rate | 18.2% | 65.1%-47.0pp | 73.3%-55.1pp | 69.5%-51.3pp |
| Annual return | 31.10% | 30.63%+0.5pp | 78.10%-47.0pp | 81.00%-49.9pp |
| Employer contribution / active EE | $312 | $2,092-85.1% | $2,854-89.1% | $2,440-87.2% |
| Participant deferral / active EE | $1,002 | $2,887-65.3% | $3,885-74.2% | $3,607-72.2% |
| Admin fee / account holder | $392 | $3,972-90.1% | $5,351-92.7% | $5,124-92.3% |