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 | $23,882 | $74,927-68.1% | $101,794-76.5% | $84,808-71.8% |
| Participation rate | 61.8% | 61.4%+0.4pp | 69.2%-7.4pp | 68.3%-6.5pp |
| Annual return | 16.79% | 18.70%-1.9pp | 30.53%-13.7pp | 40.90%-24.1pp |
| Employer contribution / active EE | $1,827 | $1,522+20.0% | $2,289-20.2% | $2,631-30.6% |
| Participant deferral / active EE | $1,766 | $3,099-43.0% | $4,084-56.8% | $4,212-58.1% |
| Admin fee / account holder | $1,178 | $6,514-81.9% | $8,777-86.6% | $7,344-84.0% |