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 | $20,093 | $161,352-87.5% | $134,172-85.0% | $137,256-85.4% |
| Participation rate | 62.5% | 78.3%-15.8pp | 72.5%-10.0pp | 80.0%-17.5pp |
| Annual return | 17.70% | 28.72%-11.0pp | 25.30%-7.6pp | 220.34%-202.6pp |
| Employer contribution / active EE | $1,350 | $4,099-67.1% | $3,420-60.5% | $4,156-67.5% |
| Participant deferral / active EE | $3,034 | $5,552-45.4% | $4,690-35.3% | $6,407-52.6% |
| Admin fee / account holder | $320 | $15,028-97.9% | $12,016-97.3% | $12,270-97.4% |