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 | $54,640 | $107,452-49.1% | $91,541-40.3% | $142,382-61.6% |
| Participation rate | 21.4% | 75.1%-53.6pp | 69.8%-48.3pp | 80.1%-58.7pp |
| Annual return | 22.30% | 22.06%+0.2pp | 20.50%+1.8pp | 217.08%-194.8pp |
| Employer contribution / active EE | $452 | $2,994-84.9% | $2,505-82.0% | $4,299-89.5% |
| Participant deferral / active EE | $1,215 | $4,754-74.4% | $4,008-69.7% | $6,507-81.3% |
| Admin fee / account holder | $470 | $8,834-94.7% | $6,956-93.2% | $12,624-96.3% |