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 | $74,927-39.6% | $101,794-55.5% | $84,808-46.6% |
| Participation rate | 46.9% | 61.4%-14.5pp | 69.2%-22.3pp | 68.3%-21.4pp |
| Annual return | 19.85% | 18.70%+1.2pp | 30.53%-10.7pp | 40.90%-21.0pp |
| Employer contribution / active EE | $2,035 | $1,522+33.8% | $2,289-11.1% | $2,631-22.6% |
| Participant deferral / active EE | $3,608 | $3,099+16.4% | $4,084-11.7% | $4,212-14.3% |
| Admin fee / account holder | $4,207 | $6,514-35.4% | $8,777-52.1% | $7,344-42.7% |