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 | $60,022-47.4% | $88,946-64.5% | $84,808-62.8% |
| Participation rate | 41.2% | 57.8%-16.7pp | 68.8%-27.7pp | 68.3%-27.1pp |
| Annual return | 20.81% | 22.43%-1.6pp | 57.82%-37.0pp | 40.90%-20.1pp |
| Employer contribution / active EE | $993 | $1,703-41.7% | $2,555-61.1% | $2,631-62.2% |
| Participant deferral / active EE | $1,919 | $3,114-38.4% | $4,581-58.1% | $4,212-54.4% |
| Admin fee / account holder | $1,468 | $4,811-69.5% | $8,261-82.2% | $7,344-80.0% |