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 | $34,451 | $163,101-78.9% | $136,749-74.8% | $142,382-75.8% |
| Participation rate | 66.7% | 78.2%-11.6pp | 72.1%-5.5pp | 80.1%-13.5pp |
| Annual return | 20.98% | 27.54%-6.6pp | 24.33%-3.3pp | 217.08%-196.1pp |
| Employer contribution / active EE | $2,115 | $4,117-48.6% | $3,400-37.8% | $4,299-50.8% |
| Participant deferral / active EE | $6,785 | $5,585+21.5% | $4,692+44.6% | $6,507+4.3% |
| Admin fee / account holder | $441 | $14,318-96.9% | $11,386-96.1% | $12,624-96.5% |