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 | $37,500 | $71,050-47.2% | $93,606-59.9% | $80,856-53.6% |
| Participation rate | 48.0% | 60.4%-12.4pp | 68.7%-20.7pp | 67.6%-19.6pp |
| Annual return | 13.81% | 11.26%+2.6pp | 133.20%-119.4pp | 35.59%-21.8pp |
| Employer contribution / active EE | $1,056 | $1,564-32.5% | $2,420-56.4% | $2,755-61.7% |
| Participant deferral / active EE | $3,106 | $4,034-23.0% | $4,411-29.6% | $4,296-27.7% |
| Admin fee / account holder | $5,183 | $6,945-25.4% | $8,285-37.4% | $6,918-25.1% |