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 | $32,204 | $127,065-74.7% | $113,168-71.5% | $142,382-77.4% |
| Participation rate | 64.3% | 79.2%-14.9pp | 76.6%-12.3pp | 80.1%-15.8pp |
| Annual return | 21.33% | 24.03%-2.7pp | 24.27%-2.9pp | 217.08%-195.7pp |
| Employer contribution / active EE | $2,040 | $3,442-40.7% | $2,975-31.4% | $4,299-52.5% |
| Participant deferral / active EE | $4,183 | $5,716-26.8% | $5,107-18.1% | $6,507-35.7% |
| Admin fee / account holder | $707 | $15,736-95.5% | $12,068-94.1% | $12,624-94.4% |