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 | $39,662 | $73,933-46.4% | $96,683-59.0% | $75,163-47.2% |
| Participation rate | 48.2% | 66.4%-18.2pp | 74.3%-26.1pp | 67.2%-19.0pp |
| Annual return | 19.94% | 26.70%-6.8pp | 35.69%-15.8pp | 160.62%-140.7pp |
| Employer contribution / active EE | $2,265 | $2,928-22.6% | $3,737-39.4% | $2,670-15.2% |
| Participant deferral / active EE | $4,685 | $3,659+28.1% | $4,878-4.0% | $4,125+13.6% |
| Admin fee / account holder | $2,157 | $5,216-58.7% | $6,730-68.0% | $5,651-61.8% |