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 3-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 | $48,750-31.6% | $88,946-62.5% | $74,304-55.2% |
| Participation rate | 53.3% | 44.5%+8.9pp | 68.8%-15.5pp | 60.3%-7.0pp |
| Annual return | 19.29% | 25.91%-6.6pp | 57.82%-38.5pp | 29.43%-10.1pp |
| Employer contribution / active EE | $1,606 | $1,255+28.0% | $2,555-37.1% | $2,241-28.3% |
| Participant deferral / active EE | $3,220 | $2,423+32.9% | $4,581-29.7% | $3,767-14.5% |
| Admin fee / account holder | $304 | $3,756-91.9% | $8,261-96.3% | $2,969-89.8% |