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 | $36,704 | $95,803-61.7% | $113,168-67.6% | $84,808-56.7% |
| Participation rate | 57.4% | 72.9%-15.5pp | 76.6%-19.2pp | 68.3%-10.9pp |
| Annual return | 21.54% | 25.00%-3.5pp | 24.27%-2.7pp | 40.90%-19.4pp |
| Employer contribution / active EE | $2,043 | $2,360-13.4% | $2,975-31.3% | $2,631-22.3% |
| Participant deferral / active EE | $3,259 | $4,242-23.2% | $5,107-36.2% | $4,212-22.6% |
| Admin fee / account holder | $372 | $8,989-95.9% | $12,068-96.9% | $7,344-94.9% |