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 | $17,751 | $48,750-63.6% | $88,946-80.0% | $74,304-76.1% |
| Participation rate | 19.7% | 44.5%-24.8pp | 68.8%-49.2pp | 60.3%-40.7pp |
| Annual return | 14.37% | 25.91%-11.5pp | 57.82%-43.5pp | 29.43%-15.1pp |
| Employer contribution / active EE | $294 | $1,255-76.5% | $2,555-88.5% | $2,241-86.9% |
| Participant deferral / active EE | $748 | $2,423-69.1% | $4,581-83.7% | $3,767-80.1% |
| Admin fee / account holder | $439 | $3,756-88.3% | $8,261-94.7% | $2,969-85.2% |