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 | $73,616 | $54,705+34.6% | $71,209+3.4% | $84,808-13.2% |
| Participation rate | 56.3% | 64.1%-7.8pp | 73.8%-17.5pp | 68.3%-12.1pp |
| Annual return | 19.38% | 35.90%-16.5pp | 282.51%-263.1pp | 40.90%-21.5pp |
| Employer contribution / active EE | $1,983 | $2,158-8.1% | $2,721-27.1% | $2,631-24.6% |
| Participant deferral / active EE | $4,644 | $3,030+53.2% | $4,175+11.2% | $4,212+10.3% |
| Admin fee / account holder | $547 | $4,863-88.8% | $5,349-89.8% | $7,344-92.6% |