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 3-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 | $31,732 | $101,724-68.8% | $164,813-80.7% | $80,856-60.8% |
| Participation rate | 37.2% | 71.8%-34.6pp | 78.6%-41.4pp | 67.6%-30.4pp |
| Annual return | 13.62% | 16.72%-3.1pp | 69.93%-56.3pp | 35.59%-22.0pp |
| Employer contribution / active EE | $1,305 | $2,953-55.8% | $4,341-69.9% | $2,755-52.6% |
| Participant deferral / active EE | $3,724 | $4,477-16.8% | $6,031-38.3% | $4,296-13.3% |
| Admin fee / account holder | $1,830 | $8,227-77.8% | $12,690-85.6% | $6,918-73.5% |