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 | $46,709 | $76,407-38.9% | $150,298-68.9% | $82,448-43.3% |
| Participation rate | 22.5% | 66.4%-43.9pp | 77.8%-55.3pp | 68.1%-45.6pp |
| Annual return | 20.91% | 39.99%-19.1pp | 62.79%-41.9pp | 41.64%-20.7pp |
| Employer contribution / active EE | $420 | $2,614-83.9% | $4,154-89.9% | $2,551-83.5% |
| Participant deferral / active EE | $904 | $3,214-71.9% | $5,453-83.4% | $4,139-78.2% |
| Admin fee / account holder | $1,247 | $6,352-80.4% | $14,116-91.2% | $7,234-82.8% |