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 | $23,885 | $81,460-70.7% | $103,333-76.9% | $80,856-70.5% |
| Participation rate | 56.4% | 66.8%-10.4pp | 74.5%-18.1pp | 67.6%-11.2pp |
| Annual return | 18.93% | 25.55%-6.6pp | 24.88%-6.0pp | 35.59%-16.7pp |
| Employer contribution / active EE | $1,710 | $3,105-44.9% | $3,868-55.8% | $2,755-37.9% |
| Participant deferral / active EE | $3,259 | $3,869-15.7% | $5,057-35.6% | $4,296-24.1% |
| Admin fee / account holder | $1,490 | $6,566-77.3% | $8,355-82.2% | $6,918-78.5% |