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 | $65,450 | $80,717-18.9% | $154,803-57.7% | $84,808-22.8% |
| Participation rate | 36.5% | 66.8%-30.3pp | 78.1%-41.5pp | 68.3%-31.8pp |
| Annual return | 14.55% | 37.96%-23.4pp | 58.88%-44.3pp | 40.90%-26.3pp |
| Employer contribution / active EE | $681 | $2,761-75.3% | $4,305-84.2% | $2,631-74.1% |
| Participant deferral / active EE | $1,715 | $3,303-48.1% | $5,540-69.0% | $4,212-59.3% |
| Admin fee / account holder | $1,196 | $6,746-82.3% | $14,329-91.6% | $7,344-83.7% |