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 8-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 | $19,865 | $37,426-46.9% | $77,482-74.4% | $79,858-75.1% |
| Participation rate | 40.0% | 41.5%-1.5pp | 54.2%-14.2pp | 69.6%-29.6pp |
| Annual return | 15.18% | 39.70%-24.5pp | 54.79%-39.6pp | 31.71%-16.5pp |
| Employer contribution / active EE | $202 | $637-68.3% | $986-79.5% | $2,471-91.8% |
| Participant deferral / active EE | $1,239 | $1,260-1.7% | $1,861-33.4% | $3,740-66.9% |
| Admin fee / account holder | $336 | $2,504-86.6% | $2,858-88.2% | $5,306-93.7% |