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 | $51,638-59.1% | $68,368-69.1% | $82,448-74.4% |
| Participation rate | 21.1% | 63.6%-42.5pp | 73.8%-52.6pp | 68.1%-46.9pp |
| Annual return | 24.10% | 37.53%-13.4pp | 292.57%-268.5pp | 41.64%-17.5pp |
| Employer contribution / active EE | $497 | $2,047-75.7% | $2,649-81.2% | $2,551-80.5% |
| Participant deferral / active EE | $1,602 | $2,914-45.0% | $4,123-61.2% | $4,139-61.3% |
| Admin fee / account holder | $2,797 | $4,643-39.8% | $5,150-45.7% | $7,234-61.3% |