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 | $34,005 | $45,343-25.0% | $150,298-77.4% | $67,986-50.0% |
| Participation rate | 12.6% | 51.9%-39.3pp | 77.8%-65.2pp | 57.2%-44.6pp |
| Annual return | 19.55% | 33.28%-13.7pp | 62.79%-43.2pp | 31.67%-12.1pp |
| Employer contribution / active EE | $259 | $1,462-82.3% | $4,154-93.8% | $2,019-87.2% |
| Participant deferral / active EE | $737 | $2,055-64.1% | $5,453-86.5% | $3,358-78.1% |
| Admin fee / account holder | $1,573 | $2,250-30.1% | $14,116-88.9% | $3,203-50.9% |