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 | $19,965 | $80,717-75.3% | $154,803-87.1% | $84,808-76.5% |
| Participation rate | 39.7% | 66.8%-27.2pp | 78.1%-38.4pp | 68.3%-28.7pp |
| Annual return | 26.78% | 37.96%-11.2pp | 58.88%-32.1pp | 40.90%-14.1pp |
| Employer contribution / active EE | $1,128 | $2,761-59.2% | $4,305-73.8% | $2,631-57.1% |
| Participant deferral / active EE | $2,862 | $3,303-13.4% | $5,540-48.3% | $4,212-32.0% |
| Admin fee / account holder | $1,999 | $6,746-70.4% | $14,329-86.0% | $7,344-72.8% |