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 8-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 | $22,797 | $97,125-76.5% | $86,233-73.6% | $137,256-83.4% |
| Participation rate | 40.9% | 74.2%-33.3pp | 69.0%-28.1pp | 80.0%-39.1pp |
| Annual return | 15.35% | 74.19%-58.8pp | 61.39%-46.0pp | 220.34%-205.0pp |
| Employer contribution / active EE | $351 | $2,841-87.6% | $2,504-86.0% | $4,156-91.6% |
| Participant deferral / active EE | $2,466 | $5,180-52.4% | $4,559-45.9% | $6,407-61.5% |
| Admin fee / account holder | $1,894 | $9,725-80.5% | $8,342-77.3% | $12,270-84.6% |