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 | $30,751 | $87,166-64.7% | $76,735-59.9% | $137,256-77.6% |
| Participation rate | 40.0% | 74.4%-34.4pp | 69.5%-29.5pp | 80.0%-40.0pp |
| Annual return | 20.75% | 26.50%-5.7pp | 29.77%-9.0pp | 220.34%-199.6pp |
| Employer contribution / active EE | $963 | $2,904-66.9% | $2,454-60.8% | $4,156-76.8% |
| Participant deferral / active EE | $3,562 | $4,726-24.6% | $4,088-12.9% | $6,407-44.4% |
| Admin fee / account holder | $401 | $8,403-95.2% | $7,189-94.4% | $12,270-96.7% |