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 | $46,946 | $74,927-37.3% | $101,794-53.9% | $84,808-44.6% |
| Participation rate | 41.8% | 61.4%-19.6pp | 69.2%-27.4pp | 68.3%-26.5pp |
| Annual return | 22.77% | 18.70%+4.1pp | 30.53%-7.8pp | 40.90%-18.1pp |
| Employer contribution / active EE | $1,840 | $1,522+20.9% | $2,289-19.6% | $2,631-30.1% |
| Participant deferral / active EE | $5,112 | $3,099+65.0% | $4,084+25.2% | $4,212+21.4% |
| Admin fee / account holder | $1,930 | $6,514-70.4% | $8,777-78.0% | $7,344-73.7% |