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 | $31,431 | $45,312-30.6% | $86,233-63.6% | $67,986-53.8% |
| Participation rate | 39.3% | 42.4%-3.1pp | 69.0%-29.7pp | 57.2%-17.9pp |
| Annual return | 25.27% | 24.79%+0.5pp | 61.39%-36.1pp | 31.67%-6.4pp |
| Employer contribution / active EE | $3,408 | $1,160+193.9% | $2,504+36.1% | $2,019+68.8% |
| Participant deferral / active EE | $4,181 | $2,185+91.4% | $4,559-8.3% | $3,358+24.5% |
| Admin fee / account holder | $6,264 | $3,295+90.1% | $8,342-24.9% | $3,203+95.5% |