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 | $42,104 | $86,944-51.6% | $107,525-60.8% | $74,304-43.3% |
| Participation rate | 26.9% | 59.6%-32.7pp | 75.1%-48.2pp | 60.3%-33.5pp |
| Annual return | 23.23% | 23.52%-0.3pp | 181.32%-158.1pp | 29.43%-6.2pp |
| Employer contribution / active EE | $1,218 | $2,757-55.8% | $3,754-67.5% | $2,241-45.7% |
| Participant deferral / active EE | $2,576 | $3,554-27.5% | $5,116-49.6% | $3,767-31.6% |
| Admin fee / account holder | $1,995 | $3,727-46.5% | $8,919-77.6% | $2,969-32.8% |