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 | $55,953 | $70,428-20.6% | $96,562-42.1% | $85,850-34.8% |
| Participation rate | 51.2% | 61.8%-10.6pp | 69.8%-18.6pp | 69.3%-18.1pp |
| Annual return | 14.98% | 18.59%-3.6pp | 37.78%-22.8pp | 318.53%-303.5pp |
| Employer contribution / active EE | $1,135 | $1,413-19.7% | $2,356-51.9% | $2,565-55.8% |
| Participant deferral / active EE | $3,078 | $2,894+6.4% | $3,849-20.0% | $3,952-22.1% |
| Admin fee / account holder | $946 | $4,997-81.1% | $6,181-84.7% | $6,260-84.9% |