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 5-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 | $20,997 | $54,705-61.6% | $71,209-70.5% | $84,808-75.2% |
| Participation rate | 21.9% | 64.1%-42.2pp | 73.8%-51.9pp | 68.3%-46.4pp |
| Annual return | 17.91% | 35.90%-18.0pp | 282.51%-264.6pp | 40.90%-23.0pp |
| Employer contribution / active EE | $941 | $2,158-56.4% | $2,721-65.4% | $2,631-64.2% |
| Participant deferral / active EE | $2,130 | $3,030-29.7% | $4,175-49.0% | $4,212-49.4% |
| Admin fee / account holder | $4,835 | $4,863-0.6% | $5,349-9.6% | $7,344-34.2% |