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 | $42,987 | $71,050-39.5% | $93,606-54.1% | $80,856-46.8% |
| Participation rate | 7.7% | 60.4%-52.7pp | 68.7%-61.0pp | 67.6%-59.9pp |
| Annual return | 13.75% | 11.26%+2.5pp | 133.20%-119.4pp | 35.59%-21.8pp |
| Employer contribution / active EE | $0 | $1,564-100.0% | $2,420-100.0% | $2,755-100.0% |
| Participant deferral / active EE | $1,309 | $4,034-67.6% | $4,411-70.3% | $4,296-69.5% |
| Admin fee / account holder | $448 | $6,945-93.6% | $8,285-94.6% | $6,918-93.5% |