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 | $45,247 | $73,787-38.7% | $98,716-54.2% | $82,448-45.1% |
| Participation rate | 46.9% | 61.4%-14.5pp | 69.3%-22.4pp | 68.1%-21.2pp |
| Annual return | 19.85% | 18.57%+1.3pp | 31.81%-12.0pp | 41.64%-21.8pp |
| Employer contribution / active EE | $2,035 | $1,511+34.7% | $2,279-10.7% | $2,551-20.2% |
| Participant deferral / active EE | $3,608 | $3,081+17.1% | $4,048-10.9% | $4,139-12.8% |
| Admin fee / account holder | $4,207 | $6,500-35.3% | $8,703-51.7% | $7,234-41.8% |