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 | $27,936 | $81,248-65.6% | $155,509-82.0% | $80,856-65.5% |
| Participation rate | 30.3% | 66.2%-35.9pp | 78.2%-47.9pp | 67.6%-37.3pp |
| Annual return | 14.38% | 33.31%-18.9pp | 64.67%-50.3pp | 35.59%-21.2pp |
| Employer contribution / active EE | $397 | $3,100-87.2% | $4,672-91.5% | $2,755-85.6% |
| Participant deferral / active EE | $4,417 | $3,452+28.0% | $5,626-21.5% | $4,296+2.8% |
| Admin fee / account holder | $1,552 | $7,997-80.6% | $15,912-90.2% | $6,918-77.6% |