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 | $96,484 | $117,983-18.2% | $101,794-5.2% | $142,382-32.2% |
| Participation rate | 50.0% | 74.2%-24.2pp | 69.2%-19.2pp | 80.1%-30.1pp |
| Annual return | 24.59% | 36.92%-12.3pp | 30.53%-5.9pp | 217.08%-192.5pp |
| Employer contribution / active EE | $1,406 | $2,773-49.3% | $2,289-38.6% | $4,299-67.3% |
| Participant deferral / active EE | $11,341 | $4,714+140.6% | $4,084+177.7% | $6,507+74.3% |
| Admin fee / account holder | $5,014 | $10,433-51.9% | $8,777-42.9% | $12,624-60.3% |