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 | $66,669 | $111,754-40.3% | $103,333-35.5% | $145,922-54.3% |
| Participation rate | 61.5% | 77.9%-16.4pp | 74.5%-13.0pp | 80.3%-18.7pp |
| Annual return | 14.53% | 24.77%-10.2pp | 24.88%-10.3pp | 561.29%-546.8pp |
| Employer contribution / active EE | $2,252 | $4,212-46.6% | $3,868-41.8% | $4,660-51.7% |
| Participant deferral / active EE | $4,797 | $5,619-14.6% | $5,057-5.1% | $6,688-28.3% |
| Admin fee / account holder | $4,683 | $9,750-52.0% | $8,355-43.9% | $13,397-65.0% |