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 | $42,020 | $86,944-51.7% | $107,525-60.9% | $74,304-43.4% |
| Participation rate | 41.6% | 59.6%-18.0pp | 75.1%-33.5pp | 60.3%-18.8pp |
| Annual return | 19.85% | 23.52%-3.7pp | 181.32%-161.5pp | 29.43%-9.6pp |
| Employer contribution / active EE | $1,995 | $2,757-27.6% | $3,754-46.8% | $2,241-11.0% |
| Participant deferral / active EE | $3,447 | $3,554-3.0% | $5,116-32.6% | $3,767-8.5% |
| Admin fee / account holder | $2,842 | $3,727-23.7% | $8,919-68.1% | $2,969-4.3% |