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 | $19,082 | $50,982-62.6% | $154,803-87.7% | $85,563-77.7% |
| Participation rate | 26.2% | 59.8%-33.6pp | 78.1%-51.9pp | 66.0%-39.8pp |
| Annual return | 21.38% | 30.35%-9.0pp | 58.88%-37.5pp | 31.51%-10.1pp |
| Employer contribution / active EE | $583 | $1,708-65.9% | $4,305-86.5% | $2,654-78.0% |
| Participant deferral / active EE | $1,088 | $2,474-56.0% | $5,540-80.4% | $4,375-75.1% |
| Admin fee / account holder | $682 | $846-19.4% | $14,329-95.2% | $834-18.2% |