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 | $18,321 | $60,892-69.9% | $82,389-77.8% | $84,808-78.4% |
| Participation rate | 27.8% | 63.3%-35.5pp | 69.5%-41.8pp | 68.3%-40.5pp |
| Annual return | 20.58% | 37.29%-16.7pp | 28.67%-8.1pp | 40.90%-20.3pp |
| Employer contribution / active EE | $853 | $1,779-52.1% | $2,517-66.1% | $2,631-67.6% |
| Participant deferral / active EE | $1,697 | $3,179-46.6% | $4,155-59.1% | $4,212-59.7% |
| Admin fee / account holder | $512 | $5,467-90.6% | $7,231-92.9% | $7,344-93.0% |