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 | $24,103 | $100,773-76.1% | $88,946-72.9% | $142,382-83.1% |
| Participation rate | 47.1% | 74.3%-27.2pp | 68.8%-21.8pp | 80.1%-33.1pp |
| Annual return | 15.38% | 70.18%-54.8pp | 57.82%-42.4pp | 217.08%-201.7pp |
| Employer contribution / active EE | $1,357 | $2,918-53.5% | $2,555-46.9% | $4,299-68.4% |
| Participant deferral / active EE | $1,744 | $5,230-66.7% | $4,581-61.9% | $6,507-73.2% |
| Admin fee / account holder | $3,766 | $9,693-61.1% | $8,261-54.4% | $12,624-70.2% |