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 | $36,201 | $80,717-55.2% | $154,803-76.6% | $84,808-57.3% |
| Participation rate | 25.5% | 66.8%-41.3pp | 78.1%-52.5pp | 68.3%-42.8pp |
| Annual return | 18.36% | 37.96%-19.6pp | 58.88%-40.5pp | 40.90%-22.5pp |
| Employer contribution / active EE | $827 | $2,761-70.0% | $4,305-80.8% | $2,631-68.6% |
| Participant deferral / active EE | $1,543 | $3,303-53.3% | $5,540-72.2% | $4,212-63.4% |
| Admin fee / account holder | $441 | $6,746-93.5% | $14,329-96.9% | $7,344-94.0% |