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 | $22,017 | $56,053-60.7% | $75,972-71.0% | $80,856-72.8% |
| Participation rate | 34.5% | 62.0%-27.6pp | 69.1%-34.6pp | 67.6%-33.2pp |
| Annual return | 15.28% | 20.53%-5.3pp | 359.55%-344.3pp | 35.59%-20.3pp |
| Employer contribution / active EE | $1,256 | $1,874-33.0% | $2,685-53.2% | $2,755-54.4% |
| Participant deferral / active EE | $2,145 | $3,052-29.7% | $4,255-49.6% | $4,296-50.1% |
| Admin fee / account holder | $843 | $5,234-83.9% | $6,467-87.0% | $6,918-87.8% |