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 | $33,244 | $89,753-63.0% | $107,525-69.1% | $84,808-60.8% |
| Participation rate | 65.7% | 68.1%-2.3pp | 75.1%-9.4pp | 68.3%-2.6pp |
| Annual return | 24.08% | 29.48%-5.4pp | 181.32%-157.2pp | 40.90%-16.8pp |
| Employer contribution / active EE | $2,409 | $3,113-22.6% | $3,754-35.8% | $2,631-8.4% |
| Participant deferral / active EE | $4,952 | $4,056+22.1% | $5,116-3.2% | $4,212+17.6% |
| Admin fee / account holder | $354 | $7,222-95.1% | $8,919-96.0% | $7,344-95.2% |