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 | $16,567 | $76,407-78.3% | $150,298-89.0% | $82,448-79.9% |
| Participation rate | 35.3% | 66.4%-31.1pp | 77.8%-42.5pp | 68.1%-32.8pp |
| Annual return | 19.41% | 39.99%-20.6pp | 62.79%-43.4pp | 41.64%-22.2pp |
| Employer contribution / active EE | $837 | $2,614-68.0% | $4,154-79.9% | $2,551-67.2% |
| Participant deferral / active EE | $1,306 | $3,214-59.4% | $5,453-76.0% | $4,139-68.5% |
| Admin fee / account holder | $1,499 | $6,352-76.4% | $14,116-89.4% | $7,234-79.3% |