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 | $31,565 | $57,590-45.2% | $86,233-63.4% | $82,448-61.7% |
| Participation rate | 41.2% | 57.9%-16.7pp | 69.0%-27.8pp | 68.1%-26.9pp |
| Annual return | 20.81% | 22.41%-1.6pp | 61.39%-40.6pp | 41.64%-20.8pp |
| Employer contribution / active EE | $993 | $1,655-40.0% | $2,504-60.3% | $2,551-61.1% |
| Participant deferral / active EE | $1,919 | $3,080-37.7% | $4,559-57.9% | $4,139-53.6% |
| Admin fee / account holder | $1,468 | $4,730-69.0% | $8,342-82.4% | $7,234-79.7% |