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 | $93,732 | $60,022+56.2% | $88,946+5.4% | $84,808+10.5% |
| Participation rate | 32.4% | 57.8%-25.5pp | 68.8%-36.5pp | 68.3%-36.0pp |
| Annual return | 19.32% | 22.43%-3.1pp | 57.82%-38.5pp | 40.90%-21.6pp |
| Employer contribution / active EE | $1,478 | $1,703-13.2% | $2,555-42.1% | $2,631-43.8% |
| Participant deferral / active EE | $4,239 | $3,114+36.1% | $4,581-7.5% | $4,212+0.7% |
| Admin fee / account holder | $5,523 | $4,811+14.8% | $8,261-33.1% | $7,344-24.8% |