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 | $28,013 | $106,584-73.7% | $101,326-72.4% | $142,382-80.3% |
| Participation rate | 61.9% | 82.7%-20.8pp | 81.5%-19.6pp | 80.1%-18.2pp |
| Annual return | 19.61% | 36.93%-17.3pp | 36.82%-17.2pp | 217.08%-197.5pp |
| Employer contribution / active EE | $0 | $3,956-100.0% | $3,665-100.0% | $4,299-100.0% |
| Participant deferral / active EE | $2,524 | $8,297-69.6% | $7,994-68.4% | $6,507-61.2% |
| Admin fee / account holder | $2,500 | $11,446-78.2% | $11,185-77.6% | $12,624-80.2% |