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 | $31,950 | $95,266-66.5% | $82,389-61.2% | $142,382-77.6% |
| Participation rate | 20.0% | 74.5%-54.5pp | 69.5%-49.5pp | 80.1%-60.1pp |
| Annual return | 16.29% | 25.74%-9.4pp | 28.67%-12.4pp | 217.08%-200.8pp |
| Employer contribution / active EE | $644 | $2,991-78.5% | $2,517-74.4% | $4,299-85.0% |
| Participant deferral / active EE | $1,771 | $4,809-63.2% | $4,155-57.4% | $6,507-72.8% |
| Admin fee / account holder | $2,887 | $8,563-66.3% | $7,231-60.1% | $12,624-77.1% |