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 3-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 | $25,507 | $80,717-68.4% | $154,803-83.5% | $84,808-69.9% |
| Participation rate | 27.7% | 66.8%-39.1pp | 78.1%-50.4pp | 68.3%-40.6pp |
| Annual return | 18.09% | 37.96%-19.9pp | 58.88%-40.8pp | 40.90%-22.8pp |
| Employer contribution / active EE | $592 | $2,761-78.5% | $4,305-86.2% | $2,631-77.5% |
| Participant deferral / active EE | $1,461 | $3,303-55.8% | $5,540-73.6% | $4,212-65.3% |
| Admin fee / account holder | $2,791 | $6,746-58.6% | $14,329-80.5% | $7,344-62.0% |