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 | $21,145 | $54,705-61.3% | $71,209-70.3% | $84,808-75.1% |
| Participation rate | 21.1% | 64.1%-42.9pp | 73.8%-52.6pp | 68.3%-47.2pp |
| Annual return | 24.10% | 35.90%-11.8pp | 282.51%-258.4pp | 40.90%-16.8pp |
| Employer contribution / active EE | $497 | $2,158-77.0% | $2,721-81.7% | $2,631-81.1% |
| Participant deferral / active EE | $1,602 | $3,030-47.2% | $4,175-61.6% | $4,212-62.0% |
| Admin fee / account holder | $2,797 | $4,863-42.5% | $5,349-47.7% | $7,344-61.9% |