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 | $29,635 | $80,717-63.3% | $154,803-80.9% | $84,808-65.1% |
| Participation rate | 60.7% | 66.8%-6.1pp | 78.1%-17.4pp | 68.3%-7.6pp |
| Annual return | 35.33% | 37.96%-2.6pp | 58.88%-23.6pp | 40.90%-5.6pp |
| Employer contribution / active EE | $2,303 | $2,761-16.6% | $4,305-46.5% | $2,631-12.5% |
| Participant deferral / active EE | $4,197 | $3,303+27.1% | $5,540-24.2% | $4,212-0.3% |
| Admin fee / account holder | $1,479 | $6,746-78.1% | $14,329-89.7% | $7,344-79.9% |