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 | $38,541 | $57,016-32.4% | $84,966-54.6% | $80,856-52.3% |
| Participation rate | 13.6% | 56.3%-42.8pp | 67.5%-53.9pp | 67.6%-54.1pp |
| Annual return | 13.69% | 21.66%-8.0pp | 66.38%-52.7pp | 35.59%-21.9pp |
| Employer contribution / active EE | $704 | $1,798-60.8% | $2,727-74.2% | $2,755-74.4% |
| Participant deferral / active EE | $1,369 | $3,110-56.0% | $4,519-69.7% | $4,296-68.1% |
| Admin fee / account holder | $2,939 | $4,980-41.0% | $6,149-52.2% | $6,918-57.5% |