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 | $81,233-70.4% | $155,567-84.5% | $80,874-70.3% |
| Participation rate | 51.3% | 66.2%-15.0pp | 78.2%-26.9pp | 67.6%-16.4pp |
| Annual return | 18.16% | 33.33%-15.2pp | 64.74%-46.6pp | 35.62%-17.5pp |
| Employer contribution / active EE | $1,245 | $3,101-59.9% | $4,674-73.4% | $2,756-54.8% |
| Participant deferral / active EE | $3,822 | $3,452+10.7% | $5,628-32.1% | $4,297-11.1% |
| Admin fee / account holder | $1,093 | $7,998-86.3% | $15,916-93.1% | $6,935-84.2% |