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 | $17,694 | $118,450-85.1% | $98,439-82.0% | $139,434-87.3% |
| Participation rate | 47.4% | 77.4%-30.1pp | 75.2%-27.8pp | 80.3%-33.0pp |
| Annual return | 18.74% | 18.94%-0.2pp | 21.16%-2.4pp | 372.94%-354.2pp |
| Employer contribution / active EE | $2,079 | $3,609-42.4% | $3,048-31.8% | $4,751-56.2% |
| Participant deferral / active EE | $3,116 | $5,392-42.2% | $4,738-34.2% | $6,710-53.6% |
| Admin fee / account holder | $1,334 | $14,026-90.5% | $8,948-85.1% | $11,403-88.3% |