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 | $18,965 | $84,233-77.5% | $170,442-88.9% | $70,131-73.0% |
| Participation rate | 31.1% | 70.8%-39.7pp | 83.6%-52.5pp | 69.5%-38.4pp |
| Annual return | 0.00% | 23.06%-23.1pp | 205.93%-205.9pp | 73.14%-73.1pp |
| Employer contribution / active EE | $579 | $3,387-82.9% | $5,433-89.4% | $2,342-75.3% |
| Participant deferral / active EE | $1,720 | $3,086-44.3% | $4,939-65.2% | $3,332-48.4% |
| Admin fee / account holder | $741 | $5,698-87.0% | $13,880-94.7% | $4,645-84.0% |