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 | $33,280 | $72,277-54.0% | $101,248-67.1% | $79,858-58.3% |
| Participation rate | 24.1% | 68.5%-44.4pp | 75.8%-51.7pp | 69.6%-45.5pp |
| Annual return | 21.10% | 22.30%-1.2pp | 46.47%-25.4pp | 31.71%-10.6pp |
| Employer contribution / active EE | $0 | $2,692-100.0% | $3,660-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $1,397 | $3,282-57.4% | $4,370-68.0% | $3,740-62.7% |
| Admin fee / account holder | $311 | $4,400-92.9% | $5,945-94.8% | $5,306-94.1% |