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 | $63,390 | $125,758-49.6% | $169,993-62.7% | $75,163-15.7% |
| Participation rate | 48.3% | 83.6%-35.3pp | 87.0%-38.7pp | 67.2%-18.9pp |
| Annual return | 23.60% | 27.20%-3.6pp | 53.37%-29.8pp | 160.62%-137.0pp |
| Employer contribution / active EE | $0 | $4,615-100.0% | $6,785-100.0% | $2,670-100.0% |
| Participant deferral / active EE | $9,997 | $6,837+46.2% | $10,408-3.9% | $4,125+142.3% |
| Admin fee / account holder | $3,435 | $8,173-58.0% | $12,815-73.2% | $5,651-39.2% |