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 6-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 | $38,193 | $57,541-33.6% | $95,745-60.1% | $75,163-49.2% |
| Participation rate | 48.2% | 62.5%-14.3pp | 72.3%-24.0pp | 67.2%-19.0pp |
| Annual return | 21.91% | 34.93%-13.0pp | 28.35%-6.4pp | 160.62%-138.7pp |
| Employer contribution / active EE | $2,347 | $1,808+29.8% | $2,835-17.2% | $2,670-12.1% |
| Participant deferral / active EE | $3,833 | $3,074+24.7% | $4,245-9.7% | $4,125-7.1% |
| Admin fee / account holder | $1,125 | $4,099-72.5% | $5,678-80.2% | $5,651-80.1% |