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 | $37,126 | $59,097-37.2% | $82,389-54.9% | $74,304-50.0% |
| Participation rate | 12.3% | 52.8%-40.5pp | 69.5%-57.3pp | 60.3%-48.1pp |
| Annual return | 22.83% | 22.85%0pp | 28.67%-5.8pp | 29.43%-6.6pp |
| Employer contribution / active EE | $0 | $1,601-100.0% | $2,517-100.0% | $2,241-100.0% |
| Participant deferral / active EE | $1,635 | $2,775-41.1% | $4,155-60.6% | $3,767-56.6% |
| Admin fee / account holder | $1,756 | $4,489-60.9% | $7,231-75.7% | $2,969-40.9% |