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 | $106,749-76.6% | $145,433-82.8% | $82,448-69.7% |
| Participation rate | 64.2% | 75.6%-11.5pp | 82.1%-17.9pp | 68.1%-3.9pp |
| Annual return | 23.64% | 27.59%-3.9pp | 66.58%-42.9pp | 41.64%-18.0pp |
| Employer contribution / active EE | $2,308 | $3,444-33.0% | $4,554-49.3% | $2,551-9.5% |
| Participant deferral / active EE | $4,762 | $6,519-27.0% | $7,897-39.7% | $4,139+15.0% |
| Admin fee / account holder | $6,913 | $8,390-17.6% | $13,129-47.3% | $7,234-4.4% |