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 | $26,106 | $111,814-76.7% | $103,374-74.7% | $145,959-82.1% |
| Participation rate | 61.1% | 77.9%-16.8pp | 74.5%-13.4pp | 80.3%-19.2pp |
| Annual return | 14.06% | 24.77%-10.7pp | 24.89%-10.8pp | 561.95%-547.9pp |
| Employer contribution / active EE | $2,402 | $4,214-43.0% | $3,869-37.9% | $4,661-48.5% |
| Participant deferral / active EE | $5,034 | $5,618-10.4% | $5,058-0.5% | $6,689-24.7% |
| Admin fee / account holder | $1,571 | $9,754-83.9% | $8,394-81.3% | $13,398-88.3% |