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 | $18,681 | $49,915-62.6% | $154,803-87.9% | $74,304-74.9% |
| Participation rate | 23.5% | 54.0%-30.5pp | 78.1%-54.6pp | 60.3%-36.9pp |
| Annual return | 16.52% | 34.06%-17.5pp | 58.88%-42.4pp | 29.43%-12.9pp |
| Employer contribution / active EE | $446 | $1,611-72.3% | $4,305-89.6% | $2,241-80.1% |
| Participant deferral / active EE | $889 | $2,255-60.6% | $5,540-84.0% | $3,767-76.4% |
| Admin fee / account holder | $889 | $2,189-59.4% | $14,329-93.8% | $2,969-70.1% |