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 | $17,785 | $106,515-83.3% | $96,683-81.6% | $139,434-87.2% |
| Participation rate | 52.9% | 77.8%-24.9pp | 74.3%-21.4pp | 80.3%-27.4pp |
| Annual return | 43.90% | 38.43%+5.5pp | 35.69%+8.2pp | 372.94%-329.0pp |
| Employer contribution / active EE | $2,154 | $4,103-47.5% | $3,737-42.4% | $4,751-54.7% |
| Participant deferral / active EE | $4,919 | $5,454-9.8% | $4,878+0.8% | $6,710-26.7% |
| Admin fee / account holder | $382 | $7,877-95.2% | $6,730-94.3% | $11,403-96.6% |