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 | $32,622 | $77,899-58.1% | $149,673-78.2% | $75,163-56.6% |
| Participation rate | 56.8% | 65.6%-8.8pp | 78.8%-22.0pp | 67.2%-10.4pp |
| Annual return | 21.35% | 31.72%-10.4pp | 134.42%-113.1pp | 160.62%-139.3pp |
| Employer contribution / active EE | $1,532 | $3,137-51.2% | $4,818-68.2% | $2,670-42.6% |
| Participant deferral / active EE | $3,464 | $3,411+1.6% | $5,680-39.0% | $4,125-16.0% |
| Admin fee / account holder | $6,468 | $5,956+8.6% | $13,210-51.0% | $5,651+14.5% |