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 | $91,969 | $127,065-27.6% | $113,168-18.7% | $142,382-35.4% |
| Participation rate | 50.0% | 79.2%-29.2pp | 76.6%-26.6pp | 80.1%-30.1pp |
| Annual return | 21.85% | 24.03%-2.2pp | 24.27%-2.4pp | 217.08%-195.2pp |
| Employer contribution / active EE | $2,840 | $3,442-17.5% | $2,975-4.6% | $4,299-34.0% |
| Participant deferral / active EE | $19,628 | $5,716+243.4% | $5,107+284.3% | $6,507+201.6% |
| Admin fee / account holder | $17,131 | $15,736+8.9% | $12,068+42.0% | $12,624+35.7% |