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 | $41,922 | $94,625-55.7% | $116,228-63.9% | $84,808-50.6% |
| Participation rate | 52.5% | 70.4%-17.9pp | 74.6%-22.0pp | 68.3%-15.8pp |
| Annual return | 21.77% | 20.40%+1.4pp | 90.06%-68.3pp | 40.90%-19.1pp |
| Employer contribution / active EE | $2,388 | $2,347+1.7% | $2,994-20.3% | $2,631-9.2% |
| Participant deferral / active EE | $5,312 | $3,972+33.7% | $4,953+7.2% | $4,212+26.1% |
| Admin fee / account holder | $773 | $10,091-92.3% | $11,989-93.6% | $7,344-89.5% |