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 | $23,494 | $81,248-71.1% | $155,509-84.9% | $80,856-70.9% |
| Participation rate | 35.2% | 66.2%-31.0pp | 78.2%-43.0pp | 67.6%-32.4pp |
| Annual return | 12.07% | 33.31%-21.2pp | 64.67%-52.6pp | 35.59%-23.5pp |
| Employer contribution / active EE | $826 | $3,100-73.4% | $4,672-82.3% | $2,755-70.0% |
| Participant deferral / active EE | $1,003 | $3,452-70.9% | $5,626-82.2% | $4,296-76.6% |
| Admin fee / account holder | $551 | $7,997-93.1% | $15,912-96.5% | $6,918-92.0% |