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 | $79,924 | $94,625-15.5% | $116,228-31.2% | $84,808-5.8% |
| Participation rate | 33.3% | 70.4%-37.1pp | 74.6%-41.2pp | 68.3%-35.0pp |
| Annual return | 12.54% | 20.40%-7.9pp | 90.06%-77.5pp | 40.90%-28.4pp |
| Employer contribution / active EE | $1,404 | $2,347-40.1% | $2,994-53.1% | $2,631-46.6% |
| Participant deferral / active EE | $3,595 | $3,972-9.5% | $4,953-27.4% | $4,212-14.6% |
| Admin fee / account holder | $7,034 | $10,091-30.3% | $11,989-41.3% | $7,344-4.2% |