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 | $23,057 | $81,248-71.6% | $155,509-85.2% | $80,856-71.5% |
| Participation rate | 41.5% | 66.2%-24.8pp | 78.2%-36.7pp | 67.6%-26.2pp |
| Annual return | 11.66% | 33.31%-21.6pp | 64.67%-53.0pp | 35.59%-23.9pp |
| Employer contribution / active EE | $908 | $3,100-70.7% | $4,672-80.6% | $2,755-67.0% |
| Participant deferral / active EE | $2,243 | $3,452-35.0% | $5,626-60.1% | $4,296-47.8% |
| Admin fee / account holder | $691 | $7,997-91.4% | $15,912-95.7% | $6,918-90.0% |