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 | $32,892 | $95,266-65.5% | $82,389-60.1% | $142,382-76.9% |
| Participation rate | 47.8% | 74.5%-26.6pp | 69.5%-21.7pp | 80.1%-32.3pp |
| Annual return | 15.78% | 25.74%-10.0pp | 28.67%-12.9pp | 217.08%-201.3pp |
| Employer contribution / active EE | $935 | $2,991-68.7% | $2,517-62.8% | $4,299-78.2% |
| Participant deferral / active EE | $2,834 | $4,809-41.1% | $4,155-31.8% | $6,507-56.4% |
| Admin fee / account holder | $2,967 | $8,563-65.4% | $7,231-59.0% | $12,624-76.5% |