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 | $68,301 | $77,899-12.3% | $149,673-54.4% | $75,163-9.1% |
| Participation rate | 45.2% | 65.6%-20.4pp | 78.8%-33.6pp | 67.2%-22.0pp |
| Annual return | 20.37% | 31.72%-11.3pp | 134.42%-114.0pp | 160.62%-140.2pp |
| Employer contribution / active EE | $2,135 | $3,137-32.0% | $4,818-55.7% | $2,670-20.0% |
| Participant deferral / active EE | $4,195 | $3,411+23.0% | $5,680-26.1% | $4,125+1.7% |
| Admin fee / account holder | $800 | $5,956-86.6% | $13,210-93.9% | $5,651-85.8% |