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 | $61,642 | $100,923-38.9% | $150,045-58.9% | $74,304-17.0% |
| Participation rate | 34.3% | 70.1%-35.8pp | 82.3%-48.0pp | 60.3%-26.0pp |
| Annual return | 18.28% | 51.77%-33.5pp | 62.55%-44.3pp | 29.43%-11.2pp |
| Employer contribution / active EE | $990 | $3,463-71.4% | $4,693-78.9% | $2,241-55.8% |
| Participant deferral / active EE | $2,310 | $6,709-65.6% | $7,997-71.1% | $3,767-38.7% |
| Admin fee / account holder | $2,717 | $2,767-1.8% | $13,435-79.8% | $2,969-8.5% |