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 3-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 | $30,591 | $58,627-47.8% | $76,735-60.1% | $82,448-62.9% |
| Participation rate | 50.0% | 63.2%-13.2pp | 69.5%-19.5pp | 68.1%-18.1pp |
| Annual return | 13.53% | 39.10%-25.6pp | 29.77%-16.2pp | 41.64%-28.1pp |
| Employer contribution / active EE | $1,646 | $1,729-4.8% | $2,454-32.9% | $2,551-35.5% |
| Participant deferral / active EE | $3,540 | $3,134+13.0% | $4,088-13.4% | $4,139-14.5% |
| Admin fee / account holder | $11,485 | $5,323+115.8% | $7,189+59.8% | $7,234+58.8% |