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 | $31,093 | $77,899-60.1% | $149,673-79.2% | $75,163-58.6% |
| Participation rate | 32.4% | 65.6%-33.2pp | 78.8%-46.4pp | 67.2%-34.8pp |
| Annual return | 34.87% | 31.72%+3.1pp | 134.42%-99.5pp | 160.62%-125.8pp |
| Employer contribution / active EE | $1,243 | $3,137-60.4% | $4,818-74.2% | $2,670-53.4% |
| Participant deferral / active EE | $2,398 | $3,411-29.7% | $5,680-57.8% | $4,125-41.9% |
| Admin fee / account holder | $325 | $5,956-94.5% | $13,210-97.5% | $5,651-94.2% |