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 | $23,796 | $89,698-73.5% | $103,476-77.0% | $80,856-70.6% |
| Participation rate | 62.5% | 76.0%-13.5pp | 80.5%-18.0pp | 67.6%-5.1pp |
| Annual return | 18.92% | 22.78%-3.9pp | 23.90%-5.0pp | 35.59%-16.7pp |
| Employer contribution / active EE | $1,504 | $4,018-62.6% | $4,672-67.8% | $2,755-45.4% |
| Participant deferral / active EE | $2,795 | $5,456-48.8% | $6,623-57.8% | $4,296-34.9% |
| Admin fee / account holder | $1,229 | $6,768-81.8% | $9,413-86.9% | $6,918-82.2% |