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 | $112,729-14.4% | $98,716-2.3% | $137,256-29.7% |
| Participation rate | 50.0% | 74.2%-24.2pp | 69.3%-19.3pp | 80.0%-30.0pp |
| Annual return | 24.59% | 38.48%-13.9pp | 31.81%-7.2pp | 220.34%-195.8pp |
| Employer contribution / active EE | $1,406 | $2,725-48.4% | $2,279-38.3% | $4,156-66.2% |
| Participant deferral / active EE | $11,341 | $4,640+144.4% | $4,048+180.2% | $6,407+77.0% |
| Admin fee / account holder | $5,014 | $10,129-50.5% | $8,703-42.4% | $12,270-59.1% |