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 9-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 | $25,693 | $54,705-53.0% | $71,209-63.9% | $84,808-69.7% |
| Participation rate | 24.7% | 64.1%-39.4pp | 73.8%-49.1pp | 68.3%-43.6pp |
| Annual return | 17.48% | 35.90%-18.4pp | 282.51%-265.0pp | 40.90%-23.4pp |
| Employer contribution / active EE | $387 | $2,158-82.1% | $2,721-85.8% | $2,631-85.3% |
| Participant deferral / active EE | $660 | $3,030-78.2% | $4,175-84.2% | $4,212-84.3% |
| Admin fee / account holder | $3,823 | $4,863-21.4% | $5,349-28.5% | $7,344-47.9% |