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 3-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 | $13,388 | $48,750-72.5% | $88,946-84.9% | $74,304-82.0% |
| Participation rate | 27.3% | 44.5%-17.2pp | 68.8%-41.6pp | 60.3%-33.1pp |
| Annual return | 16.07% | 25.91%-9.8pp | 57.82%-41.7pp | 29.43%-13.4pp |
| Employer contribution / active EE | $307 | $1,255-75.6% | $2,555-88.0% | $2,241-86.3% |
| Participant deferral / active EE | $582 | $2,423-76.0% | $4,581-87.3% | $3,767-84.5% |
| Admin fee / account holder | $814 | $3,756-78.3% | $8,261-90.1% | $2,969-72.6% |