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 | $28,867 | $71,057-59.4% | $93,654-69.2% | $80,874-64.3% |
| Participation rate | 37.5% | 60.4%-22.9pp | 68.7%-31.2pp | 67.6%-30.1pp |
| Annual return | 15.89% | 11.26%+4.6pp | 133.34%-117.5pp | 35.62%-19.7pp |
| Employer contribution / active EE | $446 | $1,564-71.5% | $2,421-81.6% | $2,756-83.8% |
| Participant deferral / active EE | $2,776 | $4,034-31.2% | $4,413-37.1% | $4,297-35.4% |
| Admin fee / account holder | $3,903 | $6,944-43.8% | $8,282-52.9% | $6,935-43.7% |