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 3-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 | $14,341 | $49,915-71.3% | $154,803-90.7% | $74,304-80.7% |
| Participation rate | 47.4% | 54.0%-6.6pp | 78.1%-30.7pp | 60.3%-13.0pp |
| Annual return | 14.63% | 34.06%-19.4pp | 58.88%-44.2pp | 29.43%-14.8pp |
| Employer contribution / active EE | $1,160 | $1,611-28.0% | $4,305-73.1% | $2,241-48.2% |
| Participant deferral / active EE | $1,495 | $2,255-33.7% | $5,540-73.0% | $3,767-60.3% |
| Admin fee / account holder | $1,861 | $2,189-15.0% | $14,329-87.0% | $2,969-37.3% |