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 | $15,656 | $77,899-79.9% | $149,673-89.5% | $75,163-79.2% |
| Participation rate | 37.1% | 65.6%-28.4pp | 78.8%-41.6pp | 67.2%-30.0pp |
| Annual return | 21.94% | 31.72%-9.8pp | 134.42%-112.5pp | 160.62%-138.7pp |
| Employer contribution / active EE | $436 | $3,137-86.1% | $4,818-91.0% | $2,670-83.7% |
| Participant deferral / active EE | $1,388 | $3,411-59.3% | $5,680-75.6% | $4,125-66.3% |
| Admin fee / account holder | $703 | $5,956-88.2% | $13,210-94.7% | $5,651-87.6% |