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 | $54,696 | $95,803-42.9% | $113,168-51.7% | $84,808-35.5% |
| Participation rate | 23.1% | 72.9%-49.8pp | 76.6%-53.5pp | 68.3%-45.2pp |
| Annual return | 22.89% | 25.00%-2.1pp | 24.27%-1.4pp | 40.90%-18.0pp |
| Employer contribution / active EE | $1,333 | $2,360-43.5% | $2,975-55.2% | $2,631-49.3% |
| Participant deferral / active EE | $2,466 | $4,242-41.9% | $5,107-51.7% | $4,212-41.4% |
| Admin fee / account holder | $4,864 | $8,989-45.9% | $12,068-59.7% | $7,344-33.8% |