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 | $42,900 | $100,923-57.5% | $150,045-71.4% | $74,304-42.3% |
| Participation rate | 50.9% | 70.1%-19.2pp | 82.3%-31.4pp | 60.3%-9.4pp |
| Annual return | 20.84% | 51.77%-30.9pp | 62.55%-41.7pp | 29.43%-8.6pp |
| Employer contribution / active EE | $1,838 | $3,463-46.9% | $4,693-60.8% | $2,241-18.0% |
| Participant deferral / active EE | $3,412 | $6,709-49.1% | $7,997-57.3% | $3,767-9.4% |
| Admin fee / account holder | $4,162 | $2,767+50.4% | $13,435-69.0% | $2,969+40.2% |