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 | $71,067 | $95,803-25.8% | $113,168-37.2% | $84,808-16.2% |
| Participation rate | 67.1% | 72.9%-5.8pp | 76.6%-9.5pp | 68.3%-1.2pp |
| Annual return | 27.58% | 25.00%+2.6pp | 24.27%+3.3pp | 40.90%-13.3pp |
| Employer contribution / active EE | $1,642 | $2,360-30.4% | $2,975-44.8% | $2,631-37.6% |
| Participant deferral / active EE | $7,397 | $4,242+74.4% | $5,107+44.8% | $4,212+75.6% |
| Admin fee / account holder | $2,227 | $8,989-75.2% | $12,068-81.5% | $7,344-69.7% |