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 6-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 | $12,258 | $61,280-80.0% | $69,780-82.4% | $84,808-85.5% |
| Participation rate | 44.0% | 73.6%-29.6pp | 79.3%-35.3pp | 68.3%-24.3pp |
| Annual return | 22.03% | 12.93%+9.1pp | 26.31%-4.3pp | 40.90%-18.9pp |
| Employer contribution / active EE | $420 | $3,577-88.3% | $4,168-89.9% | $2,631-84.0% |
| Participant deferral / active EE | $1,016 | $3,756-73.0% | $6,164-83.5% | $4,212-75.9% |
| Admin fee / account holder | $689 | $6,026-88.6% | $7,285-90.5% | $7,344-90.6% |