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 | $52,968 | $93,571-43.4% | $135,903-61.0% | $75,163-29.5% |
| Participation rate | 30.8% | 75.2%-44.4pp | 81.9%-51.1pp | 67.2%-36.4pp |
| Annual return | 22.57% | 30.90%-8.3pp | 68.23%-45.7pp | 160.62%-138.0pp |
| Employer contribution / active EE | $0 | $3,537-100.0% | $4,856-100.0% | $2,670-100.0% |
| Participant deferral / active EE | $2,657 | $6,404-58.5% | $7,758-65.8% | $4,125-35.6% |
| Admin fee / account holder | $3,080 | $6,975-55.8% | $10,762-71.4% | $5,651-45.5% |