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 | $33,546 | $86,944-61.4% | $107,525-68.8% | $74,304-54.9% |
| Participation rate | 41.8% | 59.6%-17.8pp | 75.1%-33.3pp | 60.3%-18.6pp |
| Annual return | 17.45% | 23.52%-6.1pp | 181.32%-163.9pp | 29.43%-12.0pp |
| Employer contribution / active EE | $1,445 | $2,757-47.6% | $3,754-61.5% | $2,241-35.5% |
| Participant deferral / active EE | $2,518 | $3,554-29.2% | $5,116-50.8% | $3,767-33.2% |
| Admin fee / account holder | $3,398 | $3,727-8.8% | $8,919-61.9% | $2,969+14.5% |