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 | $31,370 | $101,724-69.2% | $164,813-81.0% | $80,856-61.2% |
| Participation rate | 34.1% | 71.8%-37.7pp | 78.6%-44.5pp | 67.6%-33.5pp |
| Annual return | 23.90% | 16.72%+7.2pp | 69.93%-46.0pp | 35.59%-11.7pp |
| Employer contribution / active EE | $0 | $2,953-100.0% | $4,341-100.0% | $2,755-100.0% |
| Participant deferral / active EE | $4,788 | $4,477+6.9% | $6,031-20.6% | $4,296+11.5% |
| Admin fee / account holder | $1,343 | $8,227-83.7% | $12,690-89.4% | $6,918-80.6% |