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 | $84,083 | $118,427-29.0% | $66,042+27.3% | $142,382-40.9% |
| Participation rate | 15.0% | 68.1%-53.1pp | 67.5%-52.5pp | 80.1%-65.1pp |
| Annual return | 23.02% | 35.57%-12.5pp | 52.11%-29.1pp | 217.08%-194.1pp |
| Employer contribution / active EE | $509 | $2,570-80.2% | $1,579-67.7% | $4,299-88.2% |
| Participant deferral / active EE | $2,157 | $4,311-50.0% | $2,835-23.9% | $6,507-66.8% |
| Admin fee / account holder | $443 | $9,593-95.4% | $5,747-92.3% | $12,624-96.5% |