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 | $47,165 | $95,266-50.5% | $82,389-42.8% | $142,382-66.9% |
| Participation rate | 47.6% | 74.5%-26.9pp | 69.5%-21.9pp | 80.1%-32.5pp |
| Annual return | 18.82% | 25.74%-6.9pp | 28.67%-9.8pp | 217.08%-198.3pp |
| Employer contribution / active EE | $1,917 | $2,991-35.9% | $2,517-23.9% | $4,299-55.4% |
| Participant deferral / active EE | $5,741 | $4,809+19.4% | $4,155+38.2% | $6,507-11.8% |
| Admin fee / account holder | $647 | $8,563-92.4% | $7,231-91.0% | $12,624-94.9% |