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 | $76,407-82.7% | $150,298-91.2% | $82,448-84.0% |
| Participation rate | 39.3% | 66.4%-27.1pp | 77.8%-38.4pp | 68.1%-28.7pp |
| Annual return | 32.04% | 39.99%-8.0pp | 62.79%-30.7pp | 41.64%-9.6pp |
| Employer contribution / active EE | $1,192 | $2,614-54.4% | $4,154-71.3% | $2,551-53.3% |
| Participant deferral / active EE | $2,611 | $3,214-18.8% | $5,453-52.1% | $4,139-36.9% |
| Admin fee / account holder | $3,856 | $6,352-39.3% | $14,116-72.7% | $7,234-46.7% |