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 | $4,035 | $54,705-92.6% | $71,209-94.3% | $84,808-95.2% |
| Participation rate | 54.3% | 64.1%-9.8pp | 73.8%-19.5pp | 68.3%-14.0pp |
| Annual return | 27.22% | 35.90%-8.7pp | 282.51%-255.3pp | 40.90%-13.7pp |
| Employer contribution / active EE | $299 | $2,158-86.2% | $2,721-89.0% | $2,631-88.6% |
| Participant deferral / active EE | $689 | $3,030-77.3% | $4,175-83.5% | $4,212-83.6% |
| Admin fee / account holder | $626 | $4,863-87.1% | $5,349-88.3% | $7,344-91.5% |