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 | $17,230 | $58,208-70.4% | $81,812-78.9% | $80,856-78.7% |
| Participation rate | 41.0% | 63.4%-22.4pp | 72.3%-31.3pp | 67.6%-26.6pp |
| Annual return | 14.66% | 41.66%-27.0pp | 773.79%-759.1pp | 35.59%-20.9pp |
| Employer contribution / active EE | $1,086 | $2,340-53.6% | $2,912-62.7% | $2,755-60.6% |
| Participant deferral / active EE | $1,675 | $3,281-49.0% | $4,319-61.2% | $4,296-61.0% |
| Admin fee / account holder | $1,039 | $4,981-79.2% | $7,386-85.9% | $6,918-85.0% |