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 | $51,508 | $54,705-5.8% | $71,209-27.7% | $84,808-39.3% |
| Participation rate | 41.9% | 64.1%-22.1pp | 73.8%-31.8pp | 68.3%-26.4pp |
| Annual return | 27.41% | 35.90%-8.5pp | 282.51%-255.1pp | 40.90%-13.5pp |
| Employer contribution / active EE | $1,769 | $2,158-18.0% | $2,721-35.0% | $2,631-32.8% |
| Participant deferral / active EE | $3,443 | $3,030+13.6% | $4,175-17.5% | $4,212-18.2% |
| Admin fee / account holder | $2,832 | $4,863-41.8% | $5,349-47.1% | $7,344-61.4% |