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 | $73,481 | $94,625-22.3% | $116,228-36.8% | $84,808-13.4% |
| Participation rate | 46.2% | 70.4%-24.3pp | 74.6%-28.4pp | 68.3%-22.2pp |
| Annual return | 13.88% | 20.40%-6.5pp | 90.06%-76.2pp | 40.90%-27.0pp |
| Employer contribution / active EE | $1,497 | $2,347-36.2% | $2,994-50.0% | $2,631-43.1% |
| Participant deferral / active EE | $3,025 | $3,972-23.8% | $4,953-38.9% | $4,212-28.2% |
| Admin fee / account holder | $11,568 | $10,091+14.6% | $11,989-3.5% | $7,344+57.5% |