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 | $26,946 | $57,590-53.2% | $86,233-68.8% | $82,448-67.3% |
| Participation rate | 31.8% | 57.9%-26.0pp | 69.0%-37.2pp | 68.1%-36.2pp |
| Annual return | 15.69% | 22.41%-6.7pp | 61.39%-45.7pp | 41.64%-25.9pp |
| Employer contribution / active EE | $442 | $1,655-73.3% | $2,504-82.3% | $2,551-82.7% |
| Participant deferral / active EE | $820 | $3,080-73.4% | $4,559-82.0% | $4,139-80.2% |
| Admin fee / account holder | $1,374 | $4,730-70.9% | $8,342-83.5% | $7,234-81.0% |