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 | $81,983 | $78,672+4.2% | $109,143-24.9% | $85,850-4.5% |
| Participation rate | 43.2% | 68.3%-25.1pp | 75.9%-32.7pp | 69.3%-26.1pp |
| Annual return | 15.36% | 25.09%-9.7pp | 25.75%-10.4pp | 318.53%-303.2pp |
| Employer contribution / active EE | $1,210 | $2,735-55.8% | $3,722-67.5% | $2,565-52.8% |
| Participant deferral / active EE | $3,400 | $3,467-1.9% | $4,653-26.9% | $3,952-14.0% |
| Admin fee / account holder | $4,535 | $5,469-17.1% | $6,752-32.8% | $6,260-27.6% |