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 | $24,975 | $80,717-69.1% | $154,803-83.9% | $84,808-70.6% |
| Participation rate | 22.8% | 66.8%-44.0pp | 78.1%-55.3pp | 68.3%-45.5pp |
| Annual return | 19.08% | 37.96%-18.9pp | 58.88%-39.8pp | 40.90%-21.8pp |
| Employer contribution / active EE | $804 | $2,761-70.9% | $4,305-81.3% | $2,631-69.4% |
| Participant deferral / active EE | $918 | $3,303-72.2% | $5,540-83.4% | $4,212-78.2% |
| Admin fee / account holder | $716 | $6,746-89.4% | $14,329-95.0% | $7,344-90.3% |