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 4-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 | $19,801 | $47,105-58.0% | $68,368-71.0% | $67,986-70.9% |
| Participation rate | 10.9% | 51.8%-40.9pp | 73.8%-62.8pp | 57.2%-46.3pp |
| Annual return | 13.26% | 48.37%-35.1pp | 292.57%-279.3pp | 31.67%-18.4pp |
| Employer contribution / active EE | $303 | $1,859-83.7% | $2,649-88.6% | $2,019-85.0% |
| Participant deferral / active EE | $673 | $2,374-71.6% | $4,123-83.7% | $3,358-79.9% |
| Admin fee / account holder | $2,363 | $2,435-3.0% | $5,150-54.1% | $3,203-26.2% |