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 | $39,703 | $73,933-46.3% | $96,683-58.9% | $75,163-47.2% |
| Participation rate | 50.0% | 66.4%-16.4pp | 74.3%-24.3pp | 67.2%-17.2pp |
| Annual return | 13.45% | 26.70%-13.3pp | 35.69%-22.2pp | 160.62%-147.2pp |
| Employer contribution / active EE | $3,402 | $2,928+16.2% | $3,737-9.0% | $2,670+27.4% |
| Participant deferral / active EE | $7,283 | $3,659+99.1% | $4,878+49.3% | $4,125+76.5% |
| Admin fee / account holder | $5,157 | $5,216-1.1% | $6,730-23.4% | $5,651-8.7% |