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 | $34,740 | $57,057-39.1% | $85,009-59.1% | $80,874-57.0% |
| Participation rate | 54.0% | 56.4%-2.4pp | 67.5%-13.5pp | 67.6%-13.7pp |
| Annual return | 26.37% | 21.66%+4.7pp | 66.47%-40.1pp | 35.62%-9.2pp |
| Employer contribution / active EE | $1,181 | $1,799-34.4% | $2,728-56.7% | $2,756-57.2% |
| Participant deferral / active EE | $3,052 | $3,112-1.9% | $4,522-32.5% | $4,297-29.0% |
| Admin fee / account holder | $1,117 | $4,986-77.6% | $6,153-81.8% | $6,935-83.9% |