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 | $61,507 | $81,248-24.3% | $155,509-60.4% | $80,856-23.9% |
| Participation rate | 67.7% | 66.2%+1.5pp | 78.2%-10.4pp | 67.6%+0.1pp |
| Annual return | 20.83% | 33.31%-12.5pp | 64.67%-43.8pp | 35.59%-14.8pp |
| Employer contribution / active EE | $2,412 | $3,100-22.2% | $4,672-48.4% | $2,755-12.4% |
| Participant deferral / active EE | $3,614 | $3,452+4.7% | $5,626-35.8% | $4,296-15.9% |
| Admin fee / account holder | $1,948 | $7,997-75.6% | $15,912-87.8% | $6,918-71.8% |