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 | $95,266-67.7% | $82,389-62.7% | $142,382-78.4% |
| Participation rate | 40.0% | 74.5%-34.5pp | 69.5%-29.5pp | 80.1%-40.1pp |
| Annual return | 20.75% | 25.74%-5.0pp | 28.67%-7.9pp | 217.08%-196.3pp |
| Employer contribution / active EE | $963 | $2,991-67.8% | $2,517-61.8% | $4,299-77.6% |
| Participant deferral / active EE | $3,562 | $4,809-25.9% | $4,155-14.3% | $6,507-45.3% |
| Admin fee / account holder | $401 | $8,563-95.3% | $7,231-94.5% | $12,624-96.8% |