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 5-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 | $25,614 | $50,982-49.8% | $154,803-83.5% | $85,563-70.1% |
| Participation rate | 26.6% | 59.8%-33.2pp | 78.1%-51.5pp | 66.0%-39.4pp |
| Annual return | 18.90% | 30.35%-11.5pp | 58.88%-40.0pp | 31.51%-12.6pp |
| Employer contribution / active EE | $0 | $1,708-100.0% | $4,305-100.0% | $2,654-100.0% |
| Participant deferral / active EE | $1,900 | $2,474-23.2% | $5,540-65.7% | $4,375-56.6% |
| Admin fee / account holder | $2,715 | $846+221.0% | $14,329-81.0% | $834+225.5% |