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 | $91,394 | $87,013+5.0% | $106,213-14.0% | $80,856+13.0% |
| Participation rate | 51.6% | 70.4%-18.8pp | 75.3%-23.7pp | 67.6%-16.0pp |
| Annual return | 17.25% | 17.05%+0.2pp | 116.14%-98.9pp | 35.59%-18.3pp |
| Employer contribution / active EE | $1,030 | $2,395-57.0% | $3,171-67.5% | $2,755-62.6% |
| Participant deferral / active EE | $3,200 | $3,986-19.7% | $5,016-36.2% | $4,296-25.5% |
| Admin fee / account holder | $701 | $8,431-91.7% | $11,033-93.6% | $6,918-89.9% |