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 | $41,802 | $86,944-51.9% | $107,525-61.1% | $74,304-43.7% |
| Participation rate | 31.3% | 59.6%-28.3pp | 75.1%-43.8pp | 60.3%-29.1pp |
| Annual return | 17.23% | 23.52%-6.3pp | 181.32%-164.1pp | 29.43%-12.2pp |
| Employer contribution / active EE | $1,526 | $2,757-44.7% | $3,754-59.3% | $2,241-31.9% |
| Participant deferral / active EE | $3,366 | $3,554-5.3% | $5,116-34.2% | $3,767-10.7% |
| Admin fee / account holder | $5,143 | $3,727+38.0% | $8,919-42.3% | $2,969+73.2% |