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 | $18,409 | $80,717-77.2% | $154,803-88.1% | $84,808-78.3% |
| Participation rate | 69.4% | 66.8%+2.6pp | 78.1%-8.6pp | 68.3%+1.1pp |
| Annual return | 24.41% | 37.96%-13.5pp | 58.88%-34.5pp | 40.90%-16.5pp |
| Employer contribution / active EE | $1,898 | $2,761-31.3% | $4,305-55.9% | $2,631-27.9% |
| Participant deferral / active EE | $3,104 | $3,303-6.0% | $5,540-44.0% | $4,212-26.3% |
| Admin fee / account holder | $1,327 | $6,746-80.3% | $14,329-90.7% | $7,344-81.9% |