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 | $42,684 | $110,261-61.3% | $95,745-55.4% | $139,434-69.4% |
| Participation rate | 66.7% | 75.8%-9.1pp | 72.3%-5.6pp | 80.3%-13.7pp |
| Annual return | 19.79% | 27.11%-7.3pp | 28.35%-8.6pp | 372.94%-353.1pp |
| Employer contribution / active EE | $3,283 | $3,257+0.8% | $2,835+15.8% | $4,751-30.9% |
| Participant deferral / active EE | $9,521 | $4,676+103.6% | $4,245+124.3% | $6,710+41.9% |
| Admin fee / account holder | $2,167 | $6,613-67.2% | $5,678-61.8% | $11,403-81.0% |