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 | $26,675 | $106,515-75.0% | $96,683-72.4% | $139,434-80.9% |
| Participation rate | 42.9% | 77.8%-35.0pp | 74.3%-31.5pp | 80.3%-37.5pp |
| Annual return | 30.02% | 38.43%-8.4pp | 35.69%-5.7pp | 372.94%-342.9pp |
| Employer contribution / active EE | $1,683 | $4,103-59.0% | $3,737-55.0% | $4,751-64.6% |
| Participant deferral / active EE | $5,540 | $5,454+1.6% | $4,878+13.6% | $6,710-17.4% |
| Admin fee / account holder | $2,007 | $7,877-74.5% | $6,730-70.2% | $11,403-82.4% |