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 | $6,157 | $22,587-72.7% | $65,255-90.6% | $75,163-91.8% |
| Participation rate | 57.8% | 63.1%-5.3pp | 65.0%-7.1pp | 67.2%-9.4pp |
| Annual return | 24.96% | 71.03%-46.1pp | 47.35%-22.4pp | 160.62%-135.7pp |
| Employer contribution / active EE | $600 | $941-36.2% | $1,691-64.5% | $2,670-77.5% |
| Participant deferral / active EE | $1,054 | $1,695-37.8% | $2,831-62.8% | $4,125-74.4% |
| Admin fee / account holder | $495 | $1,876-73.6% | $4,112-88.0% | $5,651-91.2% |