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 | $15,330 | $95,266-83.9% | $82,389-81.4% | $142,382-89.2% |
| Participation rate | 30.8% | 74.5%-43.7pp | 69.5%-38.8pp | 80.1%-49.4pp |
| Annual return | 12.09% | 25.74%-13.6pp | 28.67%-16.6pp | 217.08%-205.0pp |
| Employer contribution / active EE | $1,067 | $2,991-64.3% | $2,517-57.6% | $4,299-75.2% |
| Participant deferral / active EE | $1,722 | $4,809-64.2% | $4,155-58.5% | $6,507-73.5% |
| Admin fee / account holder | $3,728 | $8,563-56.5% | $7,231-48.4% | $12,624-70.5% |