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 | $23,460 | $51,175-54.2% | $70,515-66.7% | $75,163-68.8% |
| Participation rate | 39.3% | 60.9%-21.7pp | 68.3%-29.1pp | 67.2%-27.9pp |
| Annual return | 17.64% | 30.02%-12.4pp | 32.77%-15.1pp | 160.62%-143.0pp |
| Employer contribution / active EE | $995 | $1,826-45.5% | $2,973-66.5% | $2,670-62.7% |
| Participant deferral / active EE | $1,879 | $2,849-34.1% | $4,567-58.9% | $4,125-54.5% |
| Admin fee / account holder | $2,508 | $4,091-38.7% | $6,412-60.9% | $5,651-55.6% |