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 | $11,377 | $76,407-85.1% | $150,298-92.4% | $82,448-86.2% |
| Participation rate | 45.6% | 66.4%-20.8pp | 77.8%-32.2pp | 68.1%-22.5pp |
| Annual return | 16.87% | 39.99%-23.1pp | 62.79%-45.9pp | 41.64%-24.8pp |
| Employer contribution / active EE | $438 | $2,614-83.2% | $4,154-89.5% | $2,551-82.8% |
| Participant deferral / active EE | $1,498 | $3,214-53.4% | $5,453-72.5% | $4,139-63.8% |
| Admin fee / account holder | $903 | $6,352-85.8% | $14,116-93.6% | $7,234-87.5% |