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 5-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 | $60,821 | $74,927-18.8% | $101,794-40.3% | $84,808-28.3% |
| Participation rate | 58.6% | 61.4%-2.8pp | 69.2%-10.6pp | 68.3%-9.7pp |
| Annual return | 21.62% | 18.70%+2.9pp | 30.53%-8.9pp | 40.90%-19.3pp |
| Employer contribution / active EE | $2,104 | $1,522+38.3% | $2,289-8.1% | $2,631-20.0% |
| Participant deferral / active EE | $5,179 | $3,099+67.1% | $4,084+26.8% | $4,212+23.0% |
| Admin fee / account holder | $715 | $6,514-89.0% | $8,777-91.9% | $7,344-90.3% |