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 6-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 | $41,890 | $93,571-55.2% | $135,903-69.2% | $75,163-44.3% |
| Participation rate | 44.2% | 75.2%-31.0pp | 81.9%-37.7pp | 67.2%-23.0pp |
| Annual return | 27.10% | 30.90%-3.8pp | 68.23%-41.1pp | 160.62%-133.5pp |
| Employer contribution / active EE | $1,395 | $3,537-60.5% | $4,856-71.3% | $2,670-47.7% |
| Participant deferral / active EE | $4,175 | $6,404-34.8% | $7,758-46.2% | $4,125+1.2% |
| Admin fee / account holder | $522 | $6,975-92.5% | $10,762-95.1% | $5,651-90.8% |