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 | $20,176 | $77,314-73.9% | $177,989-88.7% | $80,856-75.0% |
| Participation rate | 46.9% | 65.7%-18.8pp | 77.1%-30.2pp | 67.6%-20.8pp |
| Annual return | 16.38% | 18.09%-1.7pp | 294.48%-278.1pp | 35.59%-19.2pp |
| Employer contribution / active EE | $0 | $2,292-100.0% | $3,949-100.0% | $2,755-100.0% |
| Participant deferral / active EE | $3,228 | $4,411-26.8% | $6,276-48.6% | $4,296-24.9% |
| Admin fee / account holder | $1,538 | $7,191-78.6% | $10,363-85.2% | $6,918-77.8% |