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 | $16,024 | $45,863-65.1% | $77,024-79.2% | $68,494-76.6% |
| Participation rate | 37.8% | 55.9%-18.1pp | 67.9%-30.1pp | 67.9%-30.1pp |
| Annual return | 3.49% | 1.72%+1.8pp | 42.32%-38.8pp | -7.84%+11.3pp |
| Employer contribution / active EE | $943 | $1,650-42.8% | $2,812-66.5% | $2,596-63.7% |
| Participant deferral / active EE | $1,385 | $2,962-53.2% | $4,426-68.7% | $4,027-65.6% |
| Admin fee / account holder | $623 | $3,041-79.5% | $5,425-88.5% | $5,403-88.5% |