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 | $36,949 | $60,892-39.3% | $82,389-55.2% | $84,808-56.4% |
| Participation rate | 37.2% | 63.3%-26.1pp | 69.5%-32.3pp | 68.3%-31.1pp |
| Annual return | 17.43% | 37.29%-19.9pp | 28.67%-11.2pp | 40.90%-23.5pp |
| Employer contribution / active EE | $776 | $1,779-56.4% | $2,517-69.2% | $2,631-70.5% |
| Participant deferral / active EE | $1,185 | $3,179-62.7% | $4,155-71.5% | $4,212-71.9% |
| Admin fee / account holder | $360 | $5,467-93.4% | $7,231-95.0% | $7,344-95.1% |