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 | $15,466 | $54,705-71.7% | $71,209-78.3% | $84,808-81.8% |
| Participation rate | 42.3% | 64.1%-21.8pp | 73.8%-31.4pp | 68.3%-26.0pp |
| Annual return | 18.23% | 35.90%-17.7pp | 282.51%-264.3pp | 40.90%-22.7pp |
| Employer contribution / active EE | $575 | $2,158-73.4% | $2,721-78.9% | $2,631-78.1% |
| Participant deferral / active EE | $1,306 | $3,030-56.9% | $4,175-68.7% | $4,212-69.0% |
| Admin fee / account holder | $1,576 | $4,863-67.6% | $5,349-70.5% | $7,344-78.5% |