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 | $37,720 | $117,983-68.0% | $101,794-62.9% | $142,382-73.5% |
| Participation rate | 62.5% | 74.2%-11.7pp | 69.2%-6.7pp | 80.1%-17.6pp |
| Annual return | 19.78% | 36.92%-17.1pp | 30.53%-10.7pp | 217.08%-197.3pp |
| Employer contribution / active EE | $657 | $2,773-76.3% | $2,289-71.3% | $4,299-84.7% |
| Participant deferral / active EE | $3,282 | $4,714-30.4% | $4,084-19.6% | $6,507-49.6% |
| Admin fee / account holder | $4,160 | $10,433-60.1% | $8,777-52.6% | $12,624-67.0% |