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 | $31,566 | $101,724-69.0% | $164,813-80.8% | $80,856-61.0% |
| Participation rate | 51.9% | 71.8%-19.9pp | 78.6%-26.7pp | 67.6%-15.7pp |
| Annual return | 16.04% | 16.72%-0.7pp | 69.93%-53.9pp | 35.59%-19.6pp |
| Employer contribution / active EE | $1,781 | $2,953-39.7% | $4,341-59.0% | $2,755-35.3% |
| Participant deferral / active EE | $3,381 | $4,477-24.5% | $6,031-43.9% | $4,296-21.3% |
| Admin fee / account holder | $808 | $8,227-90.2% | $12,690-93.6% | $6,918-88.3% |