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 | $55,371-58.7% | $95,585-76.0% | $74,304-69.2% |
| Participation rate | 19.4% | 53.8%-34.4pp | 72.1%-52.7pp | 60.3%-40.9pp |
| Annual return | 21.06% | 24.26%-3.2pp | 38.56%-17.5pp | 29.43%-8.4pp |
| Employer contribution / active EE | $782 | $1,437-45.6% | $2,527-69.1% | $2,241-65.1% |
| Participant deferral / active EE | $1,190 | $2,955-59.7% | $4,023-70.4% | $3,767-68.4% |
| Admin fee / account holder | $415 | $2,620-84.2% | $6,127-93.2% | $2,969-86.0% |