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 | $20,764 | $80,717-74.3% | $154,803-86.6% | $84,808-75.5% |
| Participation rate | 33.8% | 66.8%-33.0pp | 78.1%-44.3pp | 68.3%-34.5pp |
| Annual return | 21.74% | 37.96%-16.2pp | 58.88%-37.1pp | 40.90%-19.2pp |
| Employer contribution / active EE | $879 | $2,761-68.2% | $4,305-79.6% | $2,631-66.6% |
| Participant deferral / active EE | $1,752 | $3,303-47.0% | $5,540-68.4% | $4,212-58.4% |
| Admin fee / account holder | $3,873 | $6,746-42.6% | $14,329-73.0% | $7,344-47.3% |