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 | $29,583 | $68,719-57.0% | $91,541-67.7% | $84,808-65.1% |
| Participation rate | 35.3% | 64.5%-29.2pp | 69.8%-34.5pp | 68.3%-33.0pp |
| Annual return | 19.72% | 19.12%+0.6pp | 20.50%-0.8pp | 40.90%-21.2pp |
| Employer contribution / active EE | $1,718 | $1,920-10.5% | $2,505-31.4% | $2,631-34.7% |
| Participant deferral / active EE | $2,410 | $3,136-23.2% | $4,008-39.9% | $4,212-42.8% |
| Admin fee / account holder | $1,778 | $5,786-69.3% | $6,956-74.4% | $7,344-75.8% |