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 | $72,209 | $109,881-34.3% | $150,045-51.9% | $84,808-14.9% |
| Participation rate | 69.0% | 76.1%-7.1pp | 82.3%-13.4pp | 68.3%+0.7pp |
| Annual return | 44.22% | 28.25%+16.0pp | 62.55%-18.3pp | 40.90%+3.3pp |
| Employer contribution / active EE | $2,752 | $3,561-22.7% | $4,693-41.4% | $2,631+4.6% |
| Participant deferral / active EE | $7,383 | $6,636+11.3% | $7,997-7.7% | $4,212+75.3% |
| Admin fee / account holder | $2,422 | $8,568-71.7% | $13,435-82.0% | $7,344-67.0% |