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 | $11,639 | $32,708-64.4% | - | $75,163-84.5% |
| Participation rate | 22.2% | 51.7%-29.4pp | - | 67.2%-45.0pp |
| Annual return | 20.35% | 25.58%-5.2pp | - | 160.62%-140.3pp |
| Employer contribution / active EE | $0 | $1,809-100.0% | - | $2,670-100.0% |
| Participant deferral / active EE | $634 | $2,223-71.5% | - | $4,125-84.6% |
| Admin fee / account holder | $807 | $3,179-74.6% | - | $5,651-85.7% |