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 | $55,932-33.6% | $76,735-51.6% | $67,986-45.4% |
| Participation rate | 12.3% | 50.8%-38.5pp | 69.5%-57.2pp | 57.2%-44.9pp |
| Annual return | 22.83% | 23.10%-0.3pp | 29.77%-6.9pp | 31.67%-8.8pp |
| Employer contribution / active EE | $0 | $1,487-100.0% | $2,454-100.0% | $2,019-100.0% |
| Participant deferral / active EE | $1,635 | $2,558-36.1% | $4,088-60.0% | $3,358-51.3% |
| Admin fee / account holder | $1,756 | $4,907-64.2% | $7,189-75.6% | $3,203-45.2% |