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 | $12,171 | $49,915-75.6% | $154,803-92.1% | $74,304-83.6% |
| Participation rate | 20.6% | 54.0%-33.4pp | 78.1%-57.5pp | 60.3%-39.7pp |
| Annual return | 18.49% | 34.06%-15.6pp | 58.88%-40.4pp | 29.43%-10.9pp |
| Employer contribution / active EE | $0 | $1,611-100.0% | $4,305-100.0% | $2,241-100.0% |
| Participant deferral / active EE | $746 | $2,255-66.9% | $5,540-86.5% | $3,767-80.2% |
| Admin fee / account holder | $2,625 | $2,189+19.9% | $14,329-81.7% | $2,969-11.6% |