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 3-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 | $30,110 | $76,552-60.7% | $123,892-75.7% | $62,891-52.1% |
| Participation rate | 64.4% | 73.0%-8.5pp | 81.4%-17.0pp | 69.3%-4.9pp |
| Annual return | 15.49% | 18.68%-3.2pp | 47.52%-32.0pp | 20.14%-4.7pp |
| Employer contribution / active EE | $2,506 | $2,883-13.1% | $4,617-45.7% | $2,281+9.9% |
| Participant deferral / active EE | $4,942 | $4,840+2.1% | $5,984-17.4% | $3,203+54.3% |
| Admin fee / account holder | $2,960 | $4,826-38.7% | $8,357-64.6% | $4,296-31.1% |