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 | $31,516 | $77,503-59.3% | $100,391-68.6% | $80,856-61.0% |
| Participation rate | 56.5% | 76.9%-20.4pp | 81.5%-25.0pp | 67.6%-11.1pp |
| Annual return | 16.96% | 37.20%-20.2pp | 49.20%-32.2pp | 35.59%-18.6pp |
| Employer contribution / active EE | $1,959 | $2,801-30.1% | $3,942-50.3% | $2,755-28.9% |
| Participant deferral / active EE | $3,928 | $6,820-42.4% | $8,082-51.4% | $4,296-8.6% |
| Admin fee / account holder | $786 | $5,897-86.7% | $7,899-90.0% | $6,918-88.6% |