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 | $30,344 | $76,407-60.3% | $150,298-79.8% | $82,448-63.2% |
| Participation rate | 67.7% | 66.4%+1.3pp | 77.8%-10.0pp | 68.1%-0.3pp |
| Annual return | 20.33% | 39.99%-19.7pp | 62.79%-42.5pp | 41.64%-21.3pp |
| Employer contribution / active EE | $1,459 | $2,614-44.2% | $4,154-64.9% | $2,551-42.8% |
| Participant deferral / active EE | $4,683 | $3,214+45.7% | $5,453-14.1% | $4,139+13.1% |
| Admin fee / account holder | $2,017 | $6,352-68.2% | $14,116-85.7% | $7,234-72.1% |