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 | $33,324 | $57,590-42.1% | $86,233-61.4% | $82,448-59.6% |
| Participation rate | 63.0% | 57.9%+5.1pp | 69.0%-6.1pp | 68.1%-5.1pp |
| Annual return | 55.89% | 22.41%+33.5pp | 61.39%-5.5pp | 41.64%+14.3pp |
| Employer contribution / active EE | $1,804 | $1,655+9.0% | $2,504-28.0% | $2,551-29.3% |
| Participant deferral / active EE | $4,501 | $3,080+46.1% | $4,559-1.3% | $4,139+8.7% |
| Admin fee / account holder | $977 | $4,730-79.3% | $8,342-88.3% | $7,234-86.5% |