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 | $38,265 | $109,881-65.2% | $150,045-74.5% | $84,808-54.9% |
| Participation rate | 57.7% | 76.1%-18.4pp | 82.3%-24.6pp | 68.3%-10.6pp |
| Annual return | 15.02% | 28.25%-13.2pp | 62.55%-47.5pp | 40.90%-25.9pp |
| Employer contribution / active EE | $1,786 | $3,561-49.8% | $4,693-61.9% | $2,631-32.1% |
| Participant deferral / active EE | $6,332 | $6,636-4.6% | $7,997-20.8% | $4,212+50.4% |
| Admin fee / account holder | $2,178 | $8,568-74.6% | $13,435-83.8% | $7,344-70.3% |