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 | $23,873 | $81,460-70.7% | $103,333-76.9% | $80,856-70.5% |
| Participation rate | 41.9% | 66.8%-24.9pp | 74.5%-32.6pp | 67.6%-25.7pp |
| Annual return | 12.78% | 25.55%-12.8pp | 24.88%-12.1pp | 35.59%-22.8pp |
| Employer contribution / active EE | $1,466 | $3,105-52.8% | $3,868-62.1% | $2,755-46.8% |
| Participant deferral / active EE | $3,784 | $3,869-2.2% | $5,057-25.2% | $4,296-11.9% |
| Admin fee / account holder | $1,931 | $6,566-70.6% | $8,355-76.9% | $6,918-72.1% |