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 | $37,814 | $95,803-60.5% | $113,168-66.6% | $84,808-55.4% |
| Participation rate | 41.9% | 72.9%-30.9pp | 76.6%-34.6pp | 68.3%-26.4pp |
| Annual return | 18.00% | 25.00%-7.0pp | 24.27%-6.3pp | 40.90%-22.9pp |
| Employer contribution / active EE | $753 | $2,360-68.1% | $2,975-74.7% | $2,631-71.4% |
| Participant deferral / active EE | $2,364 | $4,242-44.3% | $5,107-53.7% | $4,212-43.9% |
| Admin fee / account holder | $339 | $8,989-96.2% | $12,068-97.2% | $7,344-95.4% |