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 | $38,886 | $100,773-61.4% | $88,946-56.3% | $142,382-72.7% |
| Participation rate | 22.2% | 74.3%-52.1pp | 68.8%-46.6pp | 80.1%-57.9pp |
| Annual return | 21.37% | 70.18%-48.8pp | 57.82%-36.5pp | 217.08%-195.7pp |
| Employer contribution / active EE | $744 | $2,918-74.5% | $2,555-70.9% | $4,299-82.7% |
| Participant deferral / active EE | $2,184 | $5,230-58.3% | $4,581-52.3% | $6,507-66.4% |
| Admin fee / account holder | $1,329 | $9,693-86.3% | $8,261-83.9% | $12,624-89.5% |