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 | $16,363 | $45,343-63.9% | $150,298-89.1% | $67,986-75.9% |
| Participation rate | 43.7% | 51.9%-8.1pp | 77.8%-34.1pp | 57.2%-13.5pp |
| Annual return | 21.15% | 33.28%-12.1pp | 62.79%-41.6pp | 31.67%-10.5pp |
| Employer contribution / active EE | $611 | $1,462-58.2% | $4,154-85.3% | $2,019-69.7% |
| Participant deferral / active EE | $1,031 | $2,055-49.8% | $5,453-81.1% | $3,358-69.3% |
| Admin fee / account holder | $635 | $2,250-71.8% | $14,116-95.5% | $3,203-80.2% |