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 | $30,109 | $89,753-66.5% | $107,525-72.0% | $84,808-64.5% |
| Participation rate | 41.2% | 68.1%-26.9pp | 75.1%-33.9pp | 68.3%-27.1pp |
| Annual return | 16.67% | 29.48%-12.8pp | 181.32%-164.7pp | 40.90%-24.2pp |
| Employer contribution / active EE | $922 | $3,113-70.4% | $3,754-75.4% | $2,631-65.0% |
| Participant deferral / active EE | $1,729 | $4,056-57.4% | $5,116-66.2% | $4,212-59.0% |
| Admin fee / account holder | $1,333 | $7,222-81.5% | $8,919-85.1% | $7,344-81.8% |