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 | $40,284 | $73,787-45.4% | $98,716-59.2% | $82,448-51.1% |
| Participation rate | 61.4% | 61.4%0pp | 69.3%-7.9pp | 68.1%-6.7pp |
| Annual return | 20.53% | 18.57%+2.0pp | 31.81%-11.3pp | 41.64%-21.1pp |
| Employer contribution / active EE | $1,814 | $1,511+20.0% | $2,279-20.4% | $2,551-28.9% |
| Participant deferral / active EE | $4,745 | $3,081+54.0% | $4,048+17.2% | $4,139+14.6% |
| Admin fee / account holder | $2,121 | $6,500-67.4% | $8,703-75.6% | $7,234-70.7% |