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 | $19,935 | $66,402-70.0% | $109,895-81.9% | $85,850-76.8% |
| Participation rate | 27.6% | 63.9%-36.3pp | 74.2%-46.6pp | 69.3%-41.7pp |
| Annual return | 15.91% | 19.59%-3.7pp | 29.45%-13.5pp | 318.53%-302.6pp |
| Employer contribution / active EE | $385 | $1,687-77.2% | $2,842-86.5% | $2,565-85.0% |
| Participant deferral / active EE | $1,078 | $2,842-62.1% | $4,048-73.4% | $3,952-72.7% |
| Admin fee / account holder | $515 | $4,557-88.7% | $6,066-91.5% | $6,260-91.8% |