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 | $18,796 | $68,719-72.6% | $91,541-79.5% | $84,808-77.8% |
| Participation rate | 53.0% | 64.5%-11.5pp | 69.8%-16.7pp | 68.3%-15.3pp |
| Annual return | 32.42% | 19.12%+13.3pp | 20.50%+11.9pp | 40.90%-8.5pp |
| Employer contribution / active EE | $1,250 | $1,920-34.9% | $2,505-50.1% | $2,631-52.5% |
| Participant deferral / active EE | $1,974 | $3,136-37.0% | $4,008-50.7% | $4,212-53.1% |
| Admin fee / account holder | $956 | $5,786-83.5% | $6,956-86.3% | $7,344-87.0% |