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 | $31,995 | $61,272-47.8% | $149,673-78.6% | $71,457-55.2% |
| Participation rate | 24.6% | 62.5%-37.9pp | 78.8%-54.2pp | 67.9%-43.3pp |
| Annual return | 22.74% | 35.85%-13.1pp | 134.42%-111.7pp | 28.85%-6.1pp |
| Employer contribution / active EE | $585 | $2,378-75.4% | $4,818-87.9% | $2,588-77.4% |
| Participant deferral / active EE | $1,087 | $2,917-62.7% | $5,680-80.9% | $4,289-74.7% |
| Admin fee / account holder | $348 | $1,261-72.4% | $13,210-97.4% | $1,587-78.1% |