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 | $26,344 | $87,166-69.8% | $76,735-65.7% | $137,256-80.8% |
| Participation rate | 21.1% | 74.4%-53.3pp | 69.5%-48.4pp | 80.0%-58.9pp |
| Annual return | 11.57% | 26.50%-14.9pp | 29.77%-18.2pp | 220.34%-208.8pp |
| Employer contribution / active EE | $717 | $2,904-75.3% | $2,454-70.8% | $4,156-82.7% |
| Participant deferral / active EE | $1,916 | $4,726-59.5% | $4,088-53.1% | $6,407-70.1% |
| Admin fee / account holder | $14,066 | $8,403+67.4% | $7,189+95.7% | $12,270+14.6% |