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 | $50,193 | $109,413-54.1% | $156,263-67.9% | $84,808-40.8% |
| Participation rate | 52.9% | 72.7%-19.8pp | 78.9%-26.0pp | 68.3%-15.4pp |
| Annual return | 16.64% | 20.18%-3.5pp | 59.47%-42.8pp | 40.90%-24.3pp |
| Employer contribution / active EE | $1,489 | $2,907-48.8% | $4,333-65.6% | $2,631-43.4% |
| Participant deferral / active EE | $2,677 | $4,590-41.7% | $6,158-56.5% | $4,212-36.4% |
| Admin fee / account holder | $5,347 | $9,357-42.9% | $14,255-62.5% | $7,344-27.2% |