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 6-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 | $22,091 | $80,717-72.6% | $154,803-85.7% | $84,808-74.0% |
| Participation rate | 34.6% | 66.8%-32.2pp | 78.1%-43.5pp | 68.3%-33.7pp |
| Annual return | 15.04% | 37.96%-22.9pp | 58.88%-43.8pp | 40.90%-25.9pp |
| Employer contribution / active EE | $962 | $2,761-65.2% | $4,305-77.6% | $2,631-63.4% |
| Participant deferral / active EE | $1,629 | $3,303-50.7% | $5,540-70.6% | $4,212-61.3% |
| Admin fee / account holder | $3,790 | $6,746-43.8% | $14,329-73.5% | $7,344-48.4% |