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 6-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 | $31,713 | $73,933-57.1% | $96,683-67.2% | $75,163-57.8% |
| Participation rate | 36.7% | 66.4%-29.8pp | 74.3%-37.7pp | 67.2%-30.5pp |
| Annual return | 16.97% | 26.70%-9.7pp | 35.69%-18.7pp | 160.62%-143.6pp |
| Employer contribution / active EE | $1,191 | $2,928-59.3% | $3,737-68.1% | $2,670-55.4% |
| Participant deferral / active EE | $2,274 | $3,659-37.9% | $4,878-53.4% | $4,125-44.9% |
| Admin fee / account holder | $4,202 | $5,216-19.4% | $6,730-37.6% | $5,651-25.6% |