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 | $46,313 | $111,754-58.6% | $103,333-55.2% | $145,922-68.3% |
| Participation rate | 30.4% | 77.9%-47.5pp | 74.5%-44.1pp | 80.3%-49.8pp |
| Annual return | 12.32% | 24.77%-12.4pp | 24.88%-12.6pp | 561.29%-549.0pp |
| Employer contribution / active EE | $942 | $4,212-77.6% | $3,868-75.7% | $4,660-79.8% |
| Participant deferral / active EE | $1,952 | $5,619-65.3% | $5,057-61.4% | $6,688-70.8% |
| Admin fee / account holder | $1,421 | $9,750-85.4% | $8,355-83.0% | $13,397-89.4% |