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 5-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 | $28,521 | $50,815-43.9% | $155,509-81.7% | $77,643-63.3% |
| Participation rate | 17.1% | 63.1%-46.0pp | 78.2%-61.1pp | 70.6%-53.5pp |
| Annual return | 14.58% | 34.80%-20.2pp | 64.67%-50.1pp | 31.24%-16.7pp |
| Employer contribution / active EE | $415 | $1,993-79.2% | $4,672-91.1% | $2,726-84.8% |
| Participant deferral / active EE | $1,030 | $2,822-63.5% | $5,626-81.7% | $4,647-77.8% |
| Admin fee / account holder | $1,943 | $437+345.1% | $15,912-87.8% | $430+351.5% |