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 | $20,463 | $48,230-57.6% | $67,502-69.7% | $80,856-74.7% |
| Participation rate | 36.6% | 66.4%-29.8pp | 72.9%-36.3pp | 67.6%-31.0pp |
| Annual return | 15.47% | 18.28%-2.8pp | 3512.12%-3496.7pp | 35.59%-20.1pp |
| Employer contribution / active EE | $656 | $2,020-67.5% | $2,731-76.0% | $2,755-76.2% |
| Participant deferral / active EE | $1,101 | $2,924-62.4% | $4,000-72.5% | $4,296-74.4% |
| Admin fee / account holder | $341 | $3,681-90.7% | $3,998-91.5% | $6,918-95.1% |