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 | $27,562 | $44,960-38.7% | $84,966-67.6% | $74,495-63.0% |
| Participation rate | 24.1% | 49.4%-25.2pp | 67.5%-43.4pp | 67.2%-43.1pp |
| Annual return | 15.57% | 26.24%-10.7pp | 66.38%-50.8pp | 1364.94%-1349.4pp |
| Employer contribution / active EE | $611 | $1,457-58.1% | $2,727-77.6% | $2,623-76.7% |
| Participant deferral / active EE | $1,251 | $2,731-54.2% | $4,519-72.3% | $4,346-71.2% |
| Admin fee / account holder | $741 | $2,209-66.5% | $6,149-88.0% | $1,942-61.8% |