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 | $24,133 | $50,982-52.7% | $154,803-84.4% | $85,563-71.8% |
| Participation rate | 37.1% | 59.8%-22.7pp | 78.1%-40.9pp | 66.0%-28.8pp |
| Annual return | 21.53% | 30.35%-8.8pp | 58.88%-37.4pp | 31.51%-10.0pp |
| Employer contribution / active EE | $755 | $1,708-55.8% | $4,305-82.5% | $2,654-71.5% |
| Participant deferral / active EE | $1,943 | $2,474-21.5% | $5,540-64.9% | $4,375-55.6% |
| Admin fee / account holder | $1,539 | $846+81.9% | $14,329-89.3% | $834+84.5% |