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 | $79,639 | $117,983-32.5% | $101,794-21.8% | $142,382-44.1% |
| Participation rate | 57.1% | 74.2%-17.1pp | 69.2%-12.0pp | 80.1%-23.0pp |
| Annual return | 18.60% | 36.92%-18.3pp | 30.53%-11.9pp | 217.08%-198.5pp |
| Employer contribution / active EE | $3,515 | $2,773+26.8% | $2,289+53.6% | $4,299-18.2% |
| Participant deferral / active EE | $8,264 | $4,714+75.3% | $4,084+102.3% | $6,507+27.0% |
| Admin fee / account holder | $10,706 | $10,433+2.6% | $8,777+22.0% | $12,624-15.2% |