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 9-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 | $11,731 | $81,248-85.6% | $155,509-92.5% | $80,856-85.5% |
| Participation rate | 55.6% | 66.2%-10.7pp | 78.2%-22.6pp | 67.6%-12.1pp |
| Annual return | 20.22% | 33.31%-13.1pp | 64.67%-44.4pp | 35.59%-15.4pp |
| Employer contribution / active EE | $888 | $3,100-71.4% | $4,672-81.0% | $2,755-67.8% |
| Participant deferral / active EE | $2,144 | $3,452-37.9% | $5,626-61.9% | $4,296-50.1% |
| Admin fee / account holder | $644 | $7,997-91.9% | $15,912-95.9% | $6,918-90.7% |