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 | $18,198 | $27,915-34.8% | $58,482-68.9% | $75,163-75.8% |
| Participation rate | 40.9% | 38.8%+2.1pp | 50.9%-9.9pp | 67.2%-26.3pp |
| Annual return | 15.68% | 44.20%-28.5pp | 4239.32%-4223.6pp | 160.62%-144.9pp |
| Employer contribution / active EE | $957 | $669+43.0% | $1,053-9.2% | $2,670-64.2% |
| Participant deferral / active EE | $1,833 | $1,201+52.6% | $1,924-4.7% | $4,125-55.6% |
| Admin fee / account holder | $1,407 | $1,726-18.5% | $2,516-44.1% | $5,651-75.1% |