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 8-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 | $14,502 | $37,426-61.3% | $77,482-81.3% | $79,858-81.8% |
| Participation rate | 43.2% | 41.5%+1.7pp | 54.2%-10.9pp | 69.6%-26.4pp |
| Annual return | 14.66% | 39.70%-25.0pp | 54.79%-40.1pp | 31.71%-17.1pp |
| Employer contribution / active EE | $159 | $637-74.9% | $986-83.8% | $2,471-93.5% |
| Participant deferral / active EE | $505 | $1,260-59.9% | $1,861-72.9% | $3,740-86.5% |
| Admin fee / account holder | $648 | $2,504-74.1% | $2,858-77.3% | $5,306-87.8% |