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 | $52,873 | $80,968-34.7% | $96,544-45.2% | $75,163-29.7% |
| Participation rate | 56.8% | 71.8%-15.0pp | 76.0%-19.2pp | 67.2%-10.4pp |
| Annual return | 25.60% | 27.06%-1.5pp | 25.84%-0.2pp | 160.62%-135.0pp |
| Employer contribution / active EE | $1,244 | $2,282-45.5% | $2,965-58.0% | $2,670-53.4% |
| Participant deferral / active EE | $2,484 | $3,928-36.8% | $4,851-48.8% | $4,125-39.8% |
| Admin fee / account holder | $16,592 | $6,724+146.7% | $8,252+101.1% | $5,651+193.6% |