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 | $97,919 | $102,605-4.6% | $145,661-32.8% | $84,808+15.5% |
| Participation rate | 32.7% | 74.3%-41.6pp | 77.2%-44.5pp | 68.3%-35.6pp |
| Annual return | 17.59% | 26.50%-8.9pp | 101.46%-83.9pp | 40.90%-23.3pp |
| Employer contribution / active EE | $1,037 | $3,325-68.8% | $4,238-75.5% | $2,631-60.6% |
| Participant deferral / active EE | $3,198 | $5,750-44.4% | $7,198-55.6% | $4,212-24.1% |
| Admin fee / account holder | $1,245 | $8,758-85.8% | $12,466-90.0% | $7,344-83.0% |