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 | $116,167-86.7% | $64,489-76.1% | $137,256-88.8% |
| Participation rate | 66.7% | 68.2%-1.5pp | 67.7%-1.0pp | 80.0%-13.3pp |
| Annual return | 15.48% | 36.55%-21.1pp | 55.03%-39.6pp | 220.34%-204.9pp |
| Employer contribution / active EE | $333 | $2,483-86.6% | $1,523-78.1% | $4,156-92.0% |
| Participant deferral / active EE | $675 | $4,215-84.0% | $2,778-75.7% | $6,407-89.5% |
| Admin fee / account holder | $563 | $6,188-90.9% | $4,260-86.8% | $12,270-95.4% |