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 | $67,904 | $77,314-12.2% | $177,989-61.8% | $80,856-16.0% |
| Participation rate | 52.8% | 65.7%-12.9pp | 77.1%-24.3pp | 67.6%-14.9pp |
| Annual return | 10.82% | 18.09%-7.3pp | 294.48%-283.7pp | 35.59%-24.8pp |
| Employer contribution / active EE | $1,601 | $2,292-30.2% | $3,949-59.5% | $2,755-41.9% |
| Participant deferral / active EE | $3,721 | $4,411-15.6% | $6,276-40.7% | $4,296-13.4% |
| Admin fee / account holder | $4,873 | $7,191-32.2% | $10,363-53.0% | $6,918-29.6% |