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 | $48,341 | $95,453-49.4% | $112,040-56.9% | $82,448-41.4% |
| Participation rate | 53.6% | 72.8%-19.2pp | 76.5%-22.9pp | 68.1%-14.5pp |
| Annual return | 19.76% | 23.92%-4.2pp | 24.52%-4.8pp | 41.64%-21.9pp |
| Employer contribution / active EE | $1,947 | $2,318-16.0% | $2,954-34.1% | $2,551-23.7% |
| Participant deferral / active EE | $4,138 | $4,224-2.0% | $5,098-18.8% | $4,1390% |
| Admin fee / account holder | $2,962 | $9,013-67.1% | $12,098-75.5% | $7,234-59.1% |