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 | $38,546 | $64,348-40.1% | $90,160-57.2% | $70,131-45.0% |
| Participation rate | 60.5% | 70.4%-10.0pp | 76.9%-16.4pp | 69.5%-9.1pp |
| Annual return | 17.33% | 28.13%-10.8pp | 34.88%-17.6pp | 73.14%-55.8pp |
| Employer contribution / active EE | $629 | $2,046-69.2% | $3,318-81.0% | $2,342-73.1% |
| Participant deferral / active EE | $5,583 | $4,389+27.2% | $5,288+5.6% | $3,332+67.6% |
| Admin fee / account holder | $1,286 | $3,944-67.4% | $5,943-78.4% | $4,645-72.3% |