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 | $55,429 | $78,520-29.4% | $96,576-42.6% | $82,448-32.8% |
| Participation rate | 48.6% | 77.7%-29.1pp | 81.4%-32.8pp | 68.1%-19.4pp |
| Annual return | 47.48% | 41.30%+6.2pp | 38.47%+9.0pp | 41.64%+5.8pp |
| Employer contribution / active EE | $2,527 | $2,630-3.9% | $3,553-28.9% | $2,551-0.9% |
| Participant deferral / active EE | $5,673 | $6,754-16.0% | $7,956-28.7% | $4,139+37.0% |
| Admin fee / account holder | $702 | $13,455-94.8% | $11,381-93.8% | $7,234-90.3% |