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 | $36,937 | $97,125-62.0% | $86,233-57.2% | $137,256-73.1% |
| Participation rate | 60.0% | 74.2%-14.2pp | 69.0%-9.0pp | 80.0%-20.0pp |
| Annual return | 17.47% | 74.19%-56.7pp | 61.39%-43.9pp | 220.34%-202.9pp |
| Employer contribution / active EE | $942 | $2,841-66.9% | $2,504-62.4% | $4,156-77.3% |
| Participant deferral / active EE | $1,891 | $5,180-63.5% | $4,559-58.5% | $6,407-70.5% |
| Admin fee / account holder | $572 | $9,725-94.1% | $8,342-93.1% | $12,270-95.3% |