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 | $43,091 | $109,413-60.6% | $156,263-72.4% | $84,808-49.2% |
| Participation rate | 38.9% | 72.7%-33.8pp | 78.9%-40.0pp | 68.3%-29.4pp |
| Annual return | 15.20% | 20.18%-5.0pp | 59.47%-44.3pp | 40.90%-25.7pp |
| Employer contribution / active EE | $1,297 | $2,907-55.4% | $4,333-70.1% | $2,631-50.7% |
| Participant deferral / active EE | $3,858 | $4,590-15.9% | $6,158-37.4% | $4,212-8.4% |
| Admin fee / account holder | $1,777 | $9,357-81.0% | $14,255-87.5% | $7,344-75.8% |