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 | $21,719 | $77,899-72.1% | $149,673-85.5% | $75,163-71.1% |
| Participation rate | 44.4% | 65.6%-21.1pp | 78.8%-34.3pp | 67.2%-22.7pp |
| Annual return | 26.69% | 31.72%-5.0pp | 134.42%-107.7pp | 160.62%-133.9pp |
| Employer contribution / active EE | $1,356 | $3,137-56.8% | $4,818-71.8% | $2,670-49.2% |
| Participant deferral / active EE | $2,136 | $3,411-37.4% | $5,680-62.4% | $4,125-48.2% |
| Admin fee / account holder | $3,701 | $5,956-37.9% | $13,210-72.0% | $5,651-34.5% |