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 | $15,409 | $118,427-87.0% | $66,042-76.7% | $142,382-89.2% |
| Participation rate | 66.7% | 68.1%-1.5pp | 67.5%-0.8pp | 80.1%-13.5pp |
| Annual return | 15.48% | 35.57%-20.1pp | 52.11%-36.6pp | 217.08%-201.6pp |
| Employer contribution / active EE | $333 | $2,570-87.0% | $1,579-78.9% | $4,299-92.2% |
| Participant deferral / active EE | $675 | $4,311-84.3% | $2,835-76.2% | $6,507-89.6% |
| Admin fee / account holder | $563 | $9,593-94.1% | $5,747-90.2% | $12,624-95.5% |