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 | $36,915 | $81,460-54.7% | $103,333-64.3% | $80,856-54.3% |
| Participation rate | 51.3% | 66.8%-15.6pp | 74.5%-23.2pp | 67.6%-16.4pp |
| Annual return | 18.61% | 25.55%-6.9pp | 24.88%-6.3pp | 35.59%-17.0pp |
| Employer contribution / active EE | $974 | $3,105-68.6% | $3,868-74.8% | $2,755-64.6% |
| Participant deferral / active EE | $1,768 | $3,869-54.3% | $5,057-65.0% | $4,296-58.8% |
| Admin fee / account holder | $3,807 | $6,566-42.0% | $8,355-54.4% | $6,918-45.0% |