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 | $33,958 | $81,233-58.2% | $155,567-78.2% | $80,874-58.0% |
| Participation rate | 34.4% | 66.2%-31.9pp | 78.2%-43.8pp | 67.6%-33.3pp |
| Annual return | 22.23% | 33.33%-11.1pp | 64.74%-42.5pp | 35.62%-13.4pp |
| Employer contribution / active EE | $588 | $3,101-81.0% | $4,674-87.4% | $2,756-78.7% |
| Participant deferral / active EE | $2,283 | $3,452-33.9% | $5,628-59.4% | $4,297-46.9% |
| Admin fee / account holder | $2,997 | $7,998-62.5% | $15,916-81.2% | $6,935-56.8% |