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 8-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 | $20,181 | $70,669-71.4% | $169,368-88.1% | $75,163-73.2% |
| Participation rate | 43.2% | 64.8%-21.6pp | 77.1%-34.0pp | 67.2%-24.0pp |
| Annual return | 26.68% | 36.36%-9.7pp | 405.60%-378.9pp | 160.62%-133.9pp |
| Employer contribution / active EE | $532 | $2,211-75.9% | $4,013-86.7% | $2,670-80.1% |
| Participant deferral / active EE | $3,194 | $4,311-25.9% | $6,221-48.7% | $4,125-22.6% |
| Admin fee / account holder | $465 | $5,402-91.4% | $9,003-94.8% | $5,651-91.8% |