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 | $13,219 | $80,717-83.6% | $154,803-91.5% | $84,808-84.4% |
| Participation rate | 39.3% | 66.8%-27.5pp | 78.1%-38.7pp | 68.3%-29.0pp |
| Annual return | 32.04% | 37.96%-5.9pp | 58.88%-26.8pp | 40.90%-8.9pp |
| Employer contribution / active EE | $1,192 | $2,761-56.8% | $4,305-72.3% | $2,631-54.7% |
| Participant deferral / active EE | $2,611 | $3,303-21.0% | $5,540-52.9% | $4,212-38.0% |
| Admin fee / account holder | $3,856 | $6,746-42.8% | $14,329-73.1% | $7,344-47.5% |