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 | $27,537 | $81,460-66.2% | $103,333-73.4% | $80,856-65.9% |
| Participation rate | 26.9% | 66.8%-40.0pp | 74.5%-47.6pp | 67.6%-40.8pp |
| Annual return | 15.32% | 25.55%-10.2pp | 24.88%-9.6pp | 35.59%-20.3pp |
| Employer contribution / active EE | $1,261 | $3,105-59.4% | $3,868-67.4% | $2,755-54.2% |
| Participant deferral / active EE | $2,582 | $3,869-33.3% | $5,057-48.9% | $4,296-39.9% |
| Admin fee / account holder | $697 | $6,566-89.4% | $8,355-91.7% | $6,918-89.9% |