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 | $27,064 | $112,881-76.0% | $90,951-70.2% | $158,922-83.0% |
| Participation rate | 40.9% | 74.7%-33.8pp | 69.0%-28.1pp | 82.0%-41.0pp |
| Annual return | 13.65% | 215.79%-202.1pp | 134.60%-121.0pp | 302.83%-289.2pp |
| Employer contribution / active EE | $1,032 | $2,893-64.3% | $2,122-51.4% | $4,761-78.3% |
| Participant deferral / active EE | $1,492 | $4,128-63.9% | $3,373-55.8% | $5,982-75.1% |
| Admin fee / account holder | $1,007 | $8,041-87.5% | $5,959-83.1% | $11,246-91.0% |