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 | $49,915-31.9% | $154,803-78.0% | $74,304-54.2% |
| Participation rate | 12.6% | 54.0%-41.4pp | 78.1%-65.5pp | 60.3%-47.8pp |
| Annual return | 19.55% | 34.06%-14.5pp | 58.88%-39.3pp | 29.43%-9.9pp |
| Employer contribution / active EE | $259 | $1,611-83.9% | $4,305-94.0% | $2,241-88.4% |
| Participant deferral / active EE | $737 | $2,255-67.3% | $5,540-86.7% | $3,767-80.4% |
| Admin fee / account holder | $1,573 | $2,189-28.1% | $14,329-89.0% | $2,969-47.0% |