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 | $12,972 | $57,590-77.5% | $86,233-85.0% | $82,448-84.3% |
| Participation rate | 26.3% | 57.9%-31.5pp | 69.0%-42.7pp | 68.1%-41.8pp |
| Annual return | 17.22% | 22.41%-5.2pp | 61.39%-44.2pp | 41.64%-24.4pp |
| Employer contribution / active EE | $410 | $1,655-75.2% | $2,504-83.6% | $2,551-83.9% |
| Participant deferral / active EE | $876 | $3,080-71.5% | $4,559-80.8% | $4,139-78.8% |
| Admin fee / account holder | $1,425 | $4,730-69.9% | $8,342-82.9% | $7,234-80.3% |