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 | $36,506 | $95,803-61.9% | $113,168-67.7% | $84,808-57.0% |
| Participation rate | 62.2% | 72.9%-10.7pp | 76.6%-14.4pp | 68.3%-6.1pp |
| Annual return | 20.45% | 25.00%-4.5pp | 24.27%-3.8pp | 40.90%-20.4pp |
| Employer contribution / active EE | $2,180 | $2,360-7.6% | $2,975-26.7% | $2,631-17.1% |
| Participant deferral / active EE | $3,150 | $4,242-25.7% | $5,107-38.3% | $4,212-25.2% |
| Admin fee / account holder | $757 | $8,989-91.6% | $12,068-93.7% | $7,344-89.7% |