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 | $60,022-44.5% | $88,946-62.5% | $84,808-60.7% |
| Participation rate | 63.0% | 57.8%+5.1pp | 68.8%-5.9pp | 68.3%-5.3pp |
| Annual return | 55.89% | 22.43%+33.5pp | 57.82%-1.9pp | 40.90%+15.0pp |
| Employer contribution / active EE | $1,804 | $1,703+5.9% | $2,555-29.4% | $2,631-31.4% |
| Participant deferral / active EE | $4,501 | $3,114+44.5% | $4,581-1.8% | $4,212+6.9% |
| Admin fee / account holder | $977 | $4,811-79.7% | $8,261-88.2% | $7,344-86.7% |