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 | $11,567 | $77,899-85.2% | $149,673-92.3% | $75,163-84.6% |
| Participation rate | 38.2% | 65.6%-27.4pp | 78.8%-40.6pp | 67.2%-29.0pp |
| Annual return | 19.52% | 31.72%-12.2pp | 134.42%-114.9pp | 160.62%-141.1pp |
| Employer contribution / active EE | $778 | $3,137-75.2% | $4,818-83.9% | $2,670-70.9% |
| Participant deferral / active EE | $1,278 | $3,411-62.5% | $5,680-77.5% | $4,125-69.0% |
| Admin fee / account holder | $1,896 | $5,956-68.2% | $13,210-85.6% | $5,651-66.4% |