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 3-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 | $24,043 | $81,248-70.4% | $155,509-84.5% | $80,856-70.3% |
| Participation rate | 51.3% | 66.2%-14.9pp | 78.2%-26.9pp | 67.6%-16.4pp |
| Annual return | 18.16% | 33.31%-15.1pp | 64.67%-46.5pp | 35.59%-17.4pp |
| Employer contribution / active EE | $1,245 | $3,100-59.9% | $4,672-73.4% | $2,755-54.8% |
| Participant deferral / active EE | $3,822 | $3,452+10.7% | $5,626-32.1% | $4,296-11.0% |
| Admin fee / account holder | $1,093 | $7,997-86.3% | $15,912-93.1% | $6,918-84.2% |