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 | $58,627-68.7% | $76,735-76.1% | $82,448-77.8% |
| Participation rate | 27.8% | 63.2%-35.4pp | 69.5%-41.7pp | 68.1%-40.3pp |
| Annual return | 20.58% | 39.10%-18.5pp | 29.77%-9.2pp | 41.64%-21.1pp |
| Employer contribution / active EE | $853 | $1,729-50.7% | $2,454-65.2% | $2,551-66.6% |
| Participant deferral / active EE | $1,697 | $3,134-45.8% | $4,088-58.5% | $4,139-59.0% |
| Admin fee / account holder | $512 | $5,323-90.4% | $7,189-92.9% | $7,234-92.9% |