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 9-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 | $26,345 | $77,314-65.9% | $177,989-85.2% | $80,856-67.4% |
| Participation rate | 36.8% | 65.7%-28.9pp | 77.1%-40.2pp | 67.6%-30.8pp |
| Annual return | 11.47% | 18.09%-6.6pp | 294.48%-283.0pp | 35.59%-24.1pp |
| Employer contribution / active EE | $623 | $2,292-72.8% | $3,949-84.2% | $2,755-77.4% |
| Participant deferral / active EE | $1,474 | $4,411-66.6% | $6,276-76.5% | $4,296-65.7% |
| Admin fee / account holder | $1,133 | $7,191-84.2% | $10,363-89.1% | $6,918-83.6% |