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 6-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 | $26,576 | $70,669-62.4% | $169,368-84.3% | $75,163-64.6% |
| Participation rate | 63.9% | 64.8%-0.9pp | 77.1%-13.3pp | 67.2%-3.3pp |
| Annual return | 14.89% | 36.36%-21.5pp | 405.60%-390.7pp | 160.62%-145.7pp |
| Employer contribution / active EE | $758 | $2,211-65.7% | $4,013-81.1% | $2,670-71.6% |
| Participant deferral / active EE | $2,927 | $4,311-32.1% | $6,221-53.0% | $4,125-29.0% |
| Admin fee / account holder | $2,088 | $5,402-61.3% | $9,003-76.8% | $5,651-63.0% |