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 | $16,121 | $81,248-80.2% | $155,509-89.6% | $80,856-80.1% |
| Participation rate | 39.0% | 66.2%-27.3pp | 78.2%-39.2pp | 67.6%-28.7pp |
| Annual return | 12.88% | 33.31%-20.4pp | 64.67%-51.8pp | 35.59%-22.7pp |
| Employer contribution / active EE | $1,021 | $3,100-67.1% | $4,672-78.1% | $2,755-62.9% |
| Participant deferral / active EE | $1,648 | $3,452-52.3% | $5,626-70.7% | $4,296-61.6% |
| Admin fee / account holder | $1,872 | $7,997-76.6% | $15,912-88.2% | $6,918-72.9% |