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 | $24,741 | $52,279-52.7% | $89,391-72.3% | $79,858-69.0% |
| Participation rate | 32.3% | 57.5%-25.3pp | 68.0%-35.7pp | 69.6%-37.4pp |
| Annual return | 15.56% | 22.16%-6.6pp | 245.62%-230.1pp | 31.71%-16.2pp |
| Employer contribution / active EE | $705 | $1,572-55.2% | $2,586-72.7% | $2,471-71.5% |
| Participant deferral / active EE | $1,734 | $2,740-36.7% | $3,890-55.4% | $3,740-53.6% |
| Admin fee / account holder | $387 | $3,356-88.5% | $4,881-92.1% | $5,306-92.7% |