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 | $38,830 | $89,753-56.7% | $107,525-63.9% | $84,808-54.2% |
| Participation rate | 46.6% | 68.1%-21.5pp | 75.1%-28.5pp | 68.3%-21.8pp |
| Annual return | 16.15% | 29.48%-13.3pp | 181.32%-165.2pp | 40.90%-24.7pp |
| Employer contribution / active EE | $0 | $3,113-100.0% | $3,754-100.0% | $2,631-100.0% |
| Participant deferral / active EE | $5,967 | $4,056+47.1% | $5,116+16.6% | $4,212+41.7% |
| Admin fee / account holder | $7,343 | $7,222+1.7% | $8,919-17.7% | $7,3440% |