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 | $49,007 | $48,750+0.5% | $88,946-44.9% | $74,304-34.0% |
| Participation rate | 43.0% | 44.5%-1.4pp | 68.8%-25.8pp | 60.3%-17.3pp |
| Annual return | 18.17% | 25.91%-7.7pp | 57.82%-39.6pp | 29.43%-11.3pp |
| Employer contribution / active EE | $1,268 | $1,255+1.0% | $2,555-50.4% | $2,241-43.4% |
| Participant deferral / active EE | $2,279 | $2,423-5.9% | $4,581-50.3% | $3,767-39.5% |
| Admin fee / account holder | $4,842 | $3,756+28.9% | $8,261-41.4% | $2,969+63.1% |