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 | $19,801 | $111,814-82.3% | $103,374-80.8% | $145,959-86.4% |
| Participation rate | 47.1% | 77.9%-30.9pp | 74.5%-27.5pp | 80.3%-33.2pp |
| Annual return | 24.90% | 24.77%+0.1pp | 24.89%0pp | 561.95%-537.0pp |
| Employer contribution / active EE | $2,336 | $4,214-44.6% | $3,869-39.6% | $4,661-49.9% |
| Participant deferral / active EE | $3,344 | $5,618-40.5% | $5,058-33.9% | $6,689-50.0% |
| Admin fee / account holder | $786 | $9,754-91.9% | $8,394-90.6% | $13,398-94.1% |