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 | $21,257 | $71,050-70.1% | $93,606-77.3% | $80,856-73.7% |
| Participation rate | 50.0% | 60.4%-10.4pp | 68.7%-18.7pp | 67.6%-17.6pp |
| Annual return | 14.46% | 11.26%+3.2pp | 133.20%-118.7pp | 35.59%-21.1pp |
| Employer contribution / active EE | $623 | $1,564-60.2% | $2,420-74.3% | $2,755-77.4% |
| Participant deferral / active EE | $2,112 | $4,034-47.6% | $4,411-52.1% | $4,296-50.8% |
| Admin fee / account holder | $680 | $6,945-90.2% | $8,285-91.8% | $6,918-90.2% |