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 | $32,867 | $56,277-41.6% | $80,975-59.4% | $62,891-47.7% |
| Participation rate | 50.5% | 69.0%-18.4pp | 75.8%-25.3pp | 69.3%-18.8pp |
| Annual return | 11.48% | 22.12%-10.6pp | 17.10%-5.6pp | 20.14%-8.7pp |
| Employer contribution / active EE | $527 | $1,943-72.9% | $3,714-85.8% | $2,281-76.9% |
| Participant deferral / active EE | $4,482 | $4,195+6.8% | $5,696-21.3% | $3,203+39.9% |
| Admin fee / account holder | $3,827 | $3,741+2.3% | $5,516-30.6% | $4,296-10.9% |