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 | $22,894 | $49,657-53.9% | $93,063-75.4% | $67,986-66.3% |
| Participation rate | 19.4% | 49.9%-30.5pp | 72.1%-52.7pp | 57.2%-37.8pp |
| Annual return | 21.06% | 26.27%-5.2pp | 34.15%-13.1pp | 31.67%-10.6pp |
| Employer contribution / active EE | $782 | $1,279-38.9% | $2,476-68.4% | $2,019-61.3% |
| Participant deferral / active EE | $1,190 | $2,484-52.1% | $3,958-69.9% | $3,358-64.6% |
| Admin fee / account holder | $415 | $2,843-85.4% | $6,033-93.1% | $3,203-87.0% |