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 | $37,143 | $60,022-38.1% | $88,946-58.2% | $84,808-56.2% |
| Participation rate | 28.1% | 57.8%-29.7pp | 68.8%-40.7pp | 68.3%-40.2pp |
| Annual return | 20.01% | 22.43%-2.4pp | 57.82%-37.8pp | 40.90%-20.9pp |
| Employer contribution / active EE | $639 | $1,703-62.5% | $2,555-75.0% | $2,631-75.7% |
| Participant deferral / active EE | $2,124 | $3,114-31.8% | $4,581-53.6% | $4,212-49.6% |
| Admin fee / account holder | $3,509 | $4,811-27.1% | $8,261-57.5% | $7,344-52.2% |