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 | $19,835 | $73,933-73.2% | $96,683-79.5% | $75,163-73.6% |
| Participation rate | 63.3% | 66.4%-3.1pp | 74.3%-11.0pp | 67.2%-3.9pp |
| Annual return | 33.05% | 26.70%+6.3pp | 35.69%-2.6pp | 160.62%-127.6pp |
| Employer contribution / active EE | $2,976 | $2,928+1.7% | $3,737-20.4% | $2,670+11.5% |
| Participant deferral / active EE | $5,071 | $3,659+38.6% | $4,878+3.9% | $4,125+22.9% |
| Admin fee / account holder | $352 | $5,216-93.2% | $6,730-94.8% | $5,651-93.8% |