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 | $11,714 | $45,343-74.2% | $150,298-92.2% | $67,986-82.8% |
| Participation rate | 34.4% | 51.9%-17.5pp | 77.8%-43.4pp | 57.2%-22.9pp |
| Annual return | 13.67% | 33.28%-19.6pp | 62.79%-49.1pp | 31.67%-18.0pp |
| Employer contribution / active EE | $359 | $1,462-75.4% | $4,154-91.4% | $2,019-82.2% |
| Participant deferral / active EE | $620 | $2,055-69.8% | $5,453-88.6% | $3,358-81.5% |
| Admin fee / account holder | $4,068 | $2,250+80.8% | $14,116-71.2% | $3,203+27.0% |