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 3-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 | $100,401 | $46,553+115.7% | $64,056+56.7% | $75,163+33.6% |
| Participation rate | 62.5% | 65.9%-3.4pp | 72.3%-9.8pp | 67.2%-4.7pp |
| Annual return | 13.40% | 26.03%-12.6pp | 33.69%-20.3pp | 160.62%-147.2pp |
| Employer contribution / active EE | $2,380 | $1,974+20.6% | $2,747-13.3% | $2,670-10.8% |
| Participant deferral / active EE | $8,641 | $2,837+204.6% | $3,880+122.7% | $4,125+109.5% |
| Admin fee / account holder | $12,472 | $2,952+322.5% | $3,068+306.5% | $5,651+120.7% |