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 | $54,151 | $80,717-32.9% | $154,803-65.0% | $84,808-36.1% |
| Participation rate | 54.8% | 66.8%-12.0pp | 78.1%-23.2pp | 68.3%-13.5pp |
| Annual return | 22.58% | 37.96%-15.4pp | 58.88%-36.3pp | 40.90%-18.3pp |
| Employer contribution / active EE | $4,151 | $2,761+50.3% | $4,305-3.6% | $2,631+57.8% |
| Participant deferral / active EE | $7,298 | $3,303+120.9% | $5,540+31.7% | $4,212+73.3% |
| Admin fee / account holder | $1,573 | $6,746-76.7% | $14,329-89.0% | $7,344-78.6% |