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 | $18,211 | $57,057-68.1% | $85,009-78.6% | $80,874-77.5% |
| Participation rate | 50.0% | 56.4%-6.4pp | 67.5%-17.5pp | 67.6%-17.6pp |
| Annual return | 15.70% | 21.66%-6.0pp | 66.47%-50.8pp | 35.62%-19.9pp |
| Employer contribution / active EE | $1,540 | $1,799-14.4% | $2,728-43.5% | $2,756-44.1% |
| Participant deferral / active EE | $1,260 | $3,112-59.5% | $4,522-72.1% | $4,297-70.7% |
| Admin fee / account holder | $431 | $4,986-91.4% | $6,153-93.0% | $6,935-93.8% |