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 | $34,715 | $54,705-36.5% | $71,209-51.2% | $84,808-59.1% |
| Participation rate | 24.1% | 64.1%-40.0pp | 73.8%-49.7pp | 68.3%-44.2pp |
| Annual return | 16.79% | 35.90%-19.1pp | 282.51%-265.7pp | 40.90%-24.1pp |
| Employer contribution / active EE | $524 | $2,158-75.7% | $2,721-80.8% | $2,631-80.1% |
| Participant deferral / active EE | $1,585 | $3,030-47.7% | $4,175-62.0% | $4,212-62.4% |
| Admin fee / account holder | $860 | $4,863-82.3% | $5,349-83.9% | $7,344-88.3% |