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 3-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 | $29,932 | $73,933-59.5% | $96,683-69.0% | $75,163-60.2% |
| Participation rate | 41.2% | 66.4%-25.2pp | 74.3%-33.2pp | 67.2%-26.0pp |
| Annual return | 0.00% | 26.70%-26.7pp | 35.69%-35.7pp | 160.62%-160.6pp |
| Employer contribution / active EE | $956 | $2,928-67.3% | $3,737-74.4% | $2,670-64.2% |
| Participant deferral / active EE | $2,166 | $3,659-40.8% | $4,878-55.6% | $4,125-47.5% |
| Admin fee / account holder | $1,944 | $5,216-62.7% | $6,730-71.1% | $5,651-65.6% |