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 | $65,060 | $73,933-12.0% | $96,683-32.7% | $75,163-13.4% |
| Participation rate | 32.0% | 66.4%-34.4pp | 74.3%-42.3pp | 67.2%-35.2pp |
| Annual return | 15.65% | 26.70%-11.0pp | 35.69%-20.0pp | 160.62%-145.0pp |
| Employer contribution / active EE | $1,009 | $2,928-65.5% | $3,737-73.0% | $2,670-62.2% |
| Participant deferral / active EE | $3,974 | $3,659+8.6% | $4,878-18.5% | $4,125-3.7% |
| Admin fee / account holder | $1,690 | $5,216-67.6% | $6,730-74.9% | $5,651-70.1% |