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 | $29,194 | $51,620-43.4% | $90,281-67.7% | $65,185-55.2% |
| Participation rate | 36.6% | 68.6%-32.0pp | 73.3%-36.7pp | 70.2%-33.6pp |
| Annual return | 25.52% | 24.94%+0.6pp | 78.10%-52.6pp | 29.38%-3.9pp |
| Employer contribution / active EE | $394 | $2,235-82.4% | $2,854-86.2% | $2,177-81.9% |
| Participant deferral / active EE | $1,415 | $2,871-50.7% | $3,885-63.6% | $3,514-59.7% |
| Admin fee / account holder | $342 | $384-11.1% | $5,351-93.6% | $847-59.7% |