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 | $33,868 | $51,576-34.3% | $129,207-73.8% | $80,856-58.1% |
| Participation rate | 45.7% | 57.0%-11.3pp | 69.6%-23.9pp | 67.6%-21.9pp |
| Annual return | 15.03% | 20.81%-5.8pp | 9417.33%-9402.3pp | 35.59%-20.6pp |
| Employer contribution / active EE | $954 | $1,584-39.7% | $4,153-77.0% | $2,755-65.4% |
| Participant deferral / active EE | $2,574 | $2,669-3.6% | $4,168-38.2% | $4,296-40.1% |
| Admin fee / account holder | $2,513 | $4,305-41.6% | $7,715-67.4% | $6,918-63.7% |