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 | $20,896 | $47,848-56.3% | $81,478-74.4% | $70,131-70.2% |
| Participation rate | 23.1% | 58.3%-35.2pp | 68.0%-44.9pp | 69.5%-46.5pp |
| Annual return | 19.51% | 27.25%-7.7pp | 38.78%-19.3pp | 73.14%-53.6pp |
| Employer contribution / active EE | $874 | $1,527-42.7% | $2,568-65.9% | $2,342-62.7% |
| Participant deferral / active EE | $1,453 | $2,453-40.8% | $3,537-58.9% | $3,332-56.4% |
| Admin fee / account holder | $22,449 | $3,145+613.8% | $4,561+392.2% | $4,645+383.3% |