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 3-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 | $25,992 | $60,892-57.3% | $82,389-68.5% | $84,808-69.4% |
| Participation rate | 40.7% | 63.3%-22.5pp | 69.5%-28.8pp | 68.3%-27.6pp |
| Annual return | 20.80% | 37.29%-16.5pp | 28.67%-7.9pp | 40.90%-20.1pp |
| Employer contribution / active EE | $1,585 | $1,779-10.9% | $2,517-37.0% | $2,631-39.8% |
| Participant deferral / active EE | $2,570 | $3,179-19.1% | $4,155-38.1% | $4,212-39.0% |
| Admin fee / account holder | $1,540 | $5,467-71.8% | $7,231-78.7% | $7,344-79.0% |