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 | $22,119 | $48,230-54.1% | $67,502-67.2% | $80,856-72.6% |
| Participation rate | 51.2% | 66.4%-15.2pp | 72.9%-21.7pp | 67.6%-16.5pp |
| Annual return | 11.32% | 18.28%-7.0pp | 3512.12%-3500.8pp | 35.59%-24.3pp |
| Employer contribution / active EE | $857 | $2,020-57.5% | $2,731-68.6% | $2,755-68.9% |
| Participant deferral / active EE | $1,506 | $2,924-48.5% | $4,000-62.3% | $4,296-64.9% |
| Admin fee / account holder | $545 | $3,681-85.2% | $3,998-86.4% | $6,918-92.1% |