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 | $21,169 | $76,407-72.3% | $150,298-85.9% | $82,448-74.3% |
| Participation rate | 22.8% | 66.4%-43.6pp | 77.8%-55.0pp | 68.1%-45.3pp |
| Annual return | 28.20% | 39.99%-11.8pp | 62.79%-34.6pp | 41.64%-13.4pp |
| Employer contribution / active EE | $342 | $2,614-86.9% | $4,154-91.8% | $2,551-86.6% |
| Participant deferral / active EE | $2,068 | $3,214-35.7% | $5,453-62.1% | $4,139-50.0% |
| Admin fee / account holder | $1,350 | $6,352-78.7% | $14,116-90.4% | $7,234-81.3% |