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 | $74,521 | $81,248-8.3% | $155,509-52.1% | $80,856-7.8% |
| Participation rate | 40.4% | 66.2%-25.9pp | 78.2%-37.8pp | 67.6%-27.3pp |
| Annual return | 13.05% | 33.31%-20.3pp | 64.67%-51.6pp | 35.59%-22.5pp |
| Employer contribution / active EE | $999 | $3,100-67.8% | $4,672-78.6% | $2,755-63.7% |
| Participant deferral / active EE | $2,214 | $3,452-35.9% | $5,626-60.6% | $4,296-48.5% |
| Admin fee / account holder | $3,279 | $7,997-59.0% | $15,912-79.4% | $6,918-52.6% |