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 | $22,703 | $64,517-64.8% | $81,438-72.1% | $80,874-71.9% |
| Participation rate | 38.2% | 63.9%-25.7pp | 69.5%-31.3pp | 67.6%-29.5pp |
| Annual return | 22.30% | 16.35%+6.0pp | 24.74%-2.4pp | 35.62%-13.3pp |
| Employer contribution / active EE | $1,296 | $1,982-34.6% | $2,460-47.3% | $2,756-53.0% |
| Participant deferral / active EE | $2,053 | $3,096-33.7% | $3,883-47.1% | $4,297-52.2% |
| Admin fee / account holder | $519 | $5,677-90.9% | $5,764-91.0% | $6,935-92.5% |