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 | $15,882 | $54,705-71.0% | $71,209-77.7% | $84,808-81.3% |
| Participation rate | 61.5% | 64.1%-2.5pp | 73.8%-12.2pp | 68.3%-6.8pp |
| Annual return | 20.77% | 35.90%-15.1pp | 282.51%-261.7pp | 40.90%-20.1pp |
| Employer contribution / active EE | $1,155 | $2,158-46.5% | $2,721-57.6% | $2,631-56.1% |
| Participant deferral / active EE | $2,080 | $3,030-31.4% | $4,175-50.2% | $4,212-50.6% |
| Admin fee / account holder | $1,000 | $4,863-79.4% | $5,349-81.3% | $7,344-86.4% |