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 | $19,388 | $49,915-61.2% | $154,803-87.5% | $74,304-73.9% |
| Participation rate | 24.3% | 54.0%-29.6pp | 78.1%-53.7pp | 60.3%-36.0pp |
| Annual return | 18.19% | 34.06%-15.9pp | 58.88%-40.7pp | 29.43%-11.2pp |
| Employer contribution / active EE | $250 | $1,611-84.5% | $4,305-94.2% | $2,241-88.9% |
| Participant deferral / active EE | $939 | $2,255-58.4% | $5,540-83.1% | $3,767-75.1% |
| Admin fee / account holder | $5,070 | $2,189+131.6% | $14,329-64.6% | $2,969+70.8% |