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 | $30,561 | $66,098-53.8% | $101,794-70.0% | $74,304-58.9% |
| Participation rate | 26.8% | 53.8%-27.0pp | 69.2%-42.4pp | 60.3%-33.6pp |
| Annual return | 16.71% | 19.59%-2.9pp | 30.53%-13.8pp | 29.43%-12.7pp |
| Employer contribution / active EE | $1,323 | $1,082+22.3% | $2,289-42.2% | $2,241-41.0% |
| Participant deferral / active EE | $1,885 | $2,781-32.2% | $4,084-53.9% | $3,767-50.0% |
| Admin fee / account holder | $7,811 | $4,146+88.4% | $8,777-11.0% | $2,969+163.1% |