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 | $42,597 | $86,929-51.0% | $102,423-58.4% | $80,856-47.3% |
| Participation rate | 53.0% | 72.4%-19.3pp | 76.5%-23.5pp | 67.6%-14.6pp |
| Annual return | 12.32% | 18.88%-6.6pp | 29.32%-17.0pp | 35.59%-23.3pp |
| Employer contribution / active EE | $2,680 | $2,369+13.1% | $3,023-11.3% | $2,755-2.7% |
| Participant deferral / active EE | $7,386 | $4,118+79.3% | $5,053+46.2% | $4,296+71.9% |
| Admin fee / account holder | $2,499 | $8,049-69.0% | $9,451-73.6% | $6,918-63.9% |