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 | $25,596 | $114,381-77.6% | $107,525-76.2% | $142,382-82.0% |
| Participation rate | 39.1% | 78.1%-39.0pp | 75.1%-35.9pp | 80.1%-41.0pp |
| Annual return | 15.75% | 242.71%-227.0pp | 181.32%-165.6pp | 217.08%-201.3pp |
| Employer contribution / active EE | $956 | $4,015-76.2% | $3,754-74.5% | $4,299-77.8% |
| Participant deferral / active EE | $1,550 | $5,564-72.1% | $5,116-69.7% | $6,507-76.2% |
| Admin fee / account holder | $1,841 | $9,860-81.3% | $8,919-79.4% | $12,624-85.4% |