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 3-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 | $28,714 | $45,312-36.6% | $86,233-66.7% | $67,986-57.8% |
| Participation rate | 56.6% | 42.4%+14.2pp | 69.0%-12.4pp | 57.2%-0.6pp |
| Annual return | 24.25% | 24.79%-0.5pp | 61.39%-37.1pp | 31.67%-7.4pp |
| Employer contribution / active EE | $1,923 | $1,160+65.9% | $2,504-23.2% | $2,019-4.7% |
| Participant deferral / active EE | $4,377 | $2,185+100.4% | $4,559-4.0% | $3,358+30.4% |
| Admin fee / account holder | $465 | $3,295-85.9% | $8,342-94.4% | $3,203-85.5% |