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 | $27,416 | $95,266-71.2% | $82,389-66.7% | $142,382-80.7% |
| Participation rate | 66.7% | 74.5%-7.8pp | 69.5%-2.9pp | 80.1%-13.5pp |
| Annual return | 18.97% | 25.74%-6.8pp | 28.67%-9.7pp | 217.08%-198.1pp |
| Employer contribution / active EE | $1,454 | $2,991-51.4% | $2,517-42.2% | $4,299-66.2% |
| Participant deferral / active EE | $4,907 | $4,809+2.0% | $4,155+18.1% | $6,507-24.6% |
| Admin fee / account holder | $1,196 | $8,563-86.0% | $7,231-83.5% | $12,624-90.5% |