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 | $24,991 | $109,881-77.3% | $150,045-83.3% | $84,808-70.5% |
| Participation rate | 64.2% | 76.1%-11.9pp | 82.3%-18.1pp | 68.3%-4.1pp |
| Annual return | 23.64% | 28.25%-4.6pp | 62.55%-38.9pp | 40.90%-17.3pp |
| Employer contribution / active EE | $2,308 | $3,561-35.2% | $4,693-50.8% | $2,631-12.3% |
| Participant deferral / active EE | $4,762 | $6,636-28.2% | $7,997-40.5% | $4,212+13.1% |
| Admin fee / account holder | $6,913 | $8,568-19.3% | $13,435-48.5% | $7,344-5.9% |