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 | $55,562 | $94,625-41.3% | $116,228-52.2% | $84,808-34.5% |
| Participation rate | 52.8% | 70.4%-17.7pp | 74.6%-21.8pp | 68.3%-15.5pp |
| Annual return | 23.09% | 20.40%+2.7pp | 90.06%-67.0pp | 40.90%-17.8pp |
| Employer contribution / active EE | $2,844 | $2,347+21.2% | $2,994-5.0% | $2,631+8.1% |
| Participant deferral / active EE | $4,309 | $3,972+8.5% | $4,953-13.0% | $4,212+2.3% |
| Admin fee / account holder | $420 | $10,091-95.8% | $11,989-96.5% | $7,344-94.3% |