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 | $50,968 | $57,065-10.7% | $75,670-32.6% | $70,131-27.3% |
| Participation rate | 34.6% | 68.1%-33.5pp | 72.3%-37.8pp | 69.5%-35.0pp |
| Annual return | 20.05% | 23.57%-3.5pp | 27.34%-7.3pp | 73.14%-53.1pp |
| Employer contribution / active EE | $824 | $1,817-54.7% | $2,352-65.0% | $2,342-64.8% |
| Participant deferral / active EE | $1,556 | $2,580-39.7% | $3,142-50.5% | $3,332-53.3% |
| Admin fee / account holder | $985 | $3,825-74.3% | $5,800-83.0% | $4,645-78.8% |