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 3-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 | $13,575 | $76,407-82.2% | $150,298-91.0% | $82,448-83.5% |
| Participation rate | 29.6% | 66.4%-36.8pp | 77.8%-48.1pp | 68.1%-38.4pp |
| Annual return | 23.18% | 39.99%-16.8pp | 62.79%-39.6pp | 41.64%-18.5pp |
| Employer contribution / active EE | $369 | $2,614-85.9% | $4,154-91.1% | $2,551-85.5% |
| Participant deferral / active EE | $999 | $3,214-68.9% | $5,453-81.7% | $4,139-75.9% |
| Admin fee / account holder | $318 | $6,352-95.0% | $14,116-97.7% | $7,234-95.6% |