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 | $20,235 | $73,933-72.6% | $96,683-79.1% | $75,163-73.1% |
| Participation rate | 29.4% | 66.4%-37.0pp | 74.3%-44.9pp | 67.2%-37.8pp |
| Annual return | 25.78% | 26.70%-0.9pp | 35.69%-9.9pp | 160.62%-134.8pp |
| Employer contribution / active EE | $748 | $2,928-74.5% | $3,737-80.0% | $2,670-72.0% |
| Participant deferral / active EE | $2,624 | $3,659-28.3% | $4,878-46.2% | $4,125-36.4% |
| Admin fee / account holder | $1,948 | $5,216-62.7% | $6,730-71.1% | $5,651-65.5% |