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 4-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 | $6,367 | $16,790-62.1% | $64,489-90.1% | $67,986-90.6% |
| Participation rate | 34.6% | 62.4%-27.8pp | 67.7%-33.1pp | 57.2%-22.6pp |
| Annual return | 19.50% | 30.55%-11.1pp | 55.03%-35.5pp | 31.67%-12.2pp |
| Employer contribution / active EE | $0 | $648-100.0% | $1,523-100.0% | $2,019-100.0% |
| Participant deferral / active EE | $770 | $1,510-49.0% | $2,778-72.3% | $3,358-77.1% |
| Admin fee / account holder | $621 | $1,690-63.2% | $4,260-85.4% | $3,203-80.6% |