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 | $76,407-75.9% | $150,298-87.8% | $82,448-77.7% |
| Participation rate | 69.4% | 66.4%+3.0pp | 77.8%-8.3pp | 68.1%+1.4pp |
| Annual return | 24.41% | 39.99%-15.6pp | 62.79%-38.4pp | 41.64%-17.2pp |
| Employer contribution / active EE | $1,898 | $2,614-27.4% | $4,154-54.3% | $2,551-25.6% |
| Participant deferral / active EE | $3,104 | $3,214-3.4% | $5,453-43.1% | $4,139-25.0% |
| Admin fee / account holder | $1,327 | $6,352-79.1% | $14,116-90.6% | $7,234-81.7% |