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 6-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 | $34,073 | $87,013-60.8% | $106,213-67.9% | $80,856-57.9% |
| Participation rate | 28.1% | 70.4%-42.3pp | 75.3%-47.2pp | 67.6%-39.5pp |
| Annual return | 15.10% | 17.05%-2.0pp | 116.14%-101.0pp | 35.59%-20.5pp |
| Employer contribution / active EE | $1,841 | $2,395-23.2% | $3,171-42.0% | $2,755-33.2% |
| Participant deferral / active EE | $3,306 | $3,986-17.1% | $5,016-34.1% | $4,296-23.0% |
| Admin fee / account holder | $2,345 | $8,431-72.2% | $11,033-78.7% | $6,918-66.1% |