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 | $27,646 | $44,960-38.5% | $84,966-67.5% | $74,495-62.9% |
| Participation rate | 46.2% | 49.4%-3.1pp | 67.5%-21.3pp | 67.2%-21.0pp |
| Annual return | 13.64% | 26.24%-12.6pp | 66.38%-52.7pp | 1364.94%-1351.3pp |
| Employer contribution / active EE | $1,299 | $1,457-10.8% | $2,727-52.4% | $2,623-50.5% |
| Participant deferral / active EE | $2,997 | $2,731+9.8% | $4,519-33.7% | $4,346-31.0% |
| Admin fee / account holder | $4,106 | $2,209+85.8% | $6,149-33.2% | $1,942+111.4% |