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 | $19,117 | $80,717-76.3% | $154,803-87.7% | $84,808-77.5% |
| Participation rate | 40.7% | 66.8%-26.1pp | 78.1%-37.3pp | 68.3%-27.6pp |
| Annual return | 53.22% | 37.96%+15.3pp | 58.88%-5.7pp | 40.90%+12.3pp |
| Employer contribution / active EE | $1,432 | $2,761-48.1% | $4,305-66.7% | $2,631-45.6% |
| Participant deferral / active EE | $2,763 | $3,303-16.4% | $5,540-50.1% | $4,212-34.4% |
| Admin fee / account holder | $2,196 | $6,746-67.4% | $14,329-84.7% | $7,344-70.1% |