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 | $49,915-76.5% | $154,803-92.4% | $74,304-84.2% |
| Participation rate | 34.4% | 54.0%-19.6pp | 78.1%-43.7pp | 60.3%-26.0pp |
| Annual return | 13.67% | 34.06%-20.4pp | 58.88%-45.2pp | 29.43%-15.8pp |
| Employer contribution / active EE | $359 | $1,611-77.7% | $4,305-91.7% | $2,241-84.0% |
| Participant deferral / active EE | $620 | $2,255-72.5% | $5,540-88.8% | $3,767-83.5% |
| Admin fee / account holder | $4,068 | $2,189+85.9% | $14,329-71.6% | $2,969+37.0% |