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 | $40,861 | $80,717-49.4% | $154,803-73.6% | $84,808-51.8% |
| Participation rate | 43.8% | 66.8%-23.1pp | 78.1%-34.3pp | 68.3%-24.6pp |
| Annual return | 19.64% | 37.96%-18.3pp | 58.88%-39.2pp | 40.90%-21.3pp |
| Employer contribution / active EE | $2,126 | $2,761-23.0% | $4,305-50.6% | $2,631-19.2% |
| Participant deferral / active EE | $4,875 | $3,303+47.6% | $5,540-12.0% | $4,212+15.7% |
| Admin fee / account holder | $1,560 | $6,746-76.9% | $14,329-89.1% | $7,344-78.8% |