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 5-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 | $78,265 | $89,753-12.8% | $107,525-27.2% | $84,808-7.7% |
| Participation rate | 65.6% | 68.1%-2.5pp | 75.1%-9.5pp | 68.3%-2.7pp |
| Annual return | 17.45% | 29.48%-12.0pp | 181.32%-163.9pp | 40.90%-23.4pp |
| Employer contribution / active EE | $2,145 | $3,113-31.1% | $3,754-42.9% | $2,631-18.5% |
| Participant deferral / active EE | $3,206 | $4,056-21.0% | $5,116-37.3% | $4,212-23.9% |
| Admin fee / account holder | $1,940 | $7,222-73.1% | $8,919-78.3% | $7,344-73.6% |