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 | $14,027 | $57,016-75.4% | $84,966-83.5% | $80,856-82.7% |
| Participation rate | 30.6% | 56.3%-25.7pp | 67.5%-36.9pp | 67.6%-37.0pp |
| Annual return | 11.26% | 21.66%-10.4pp | 66.38%-55.1pp | 35.59%-24.3pp |
| Employer contribution / active EE | $284 | $1,798-84.2% | $2,727-89.6% | $2,755-89.7% |
| Participant deferral / active EE | $1,228 | $3,110-60.5% | $4,519-72.8% | $4,296-71.4% |
| Admin fee / account holder | $3,484 | $4,980-30.0% | $6,149-43.3% | $6,918-49.6% |