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 | $85,303 | $73,787+15.6% | $98,716-13.6% | $82,448+3.5% |
| Participation rate | 59.3% | 61.4%-2.1pp | 69.3%-10.0pp | 68.1%-8.8pp |
| Annual return | 30.99% | 18.57%+12.4pp | 31.81%-0.8pp | 41.64%-10.6pp |
| Employer contribution / active EE | $1,957 | $1,511+29.5% | $2,279-14.1% | $2,551-23.3% |
| Participant deferral / active EE | $2,217 | $3,081-28.1% | $4,048-45.2% | $4,139-46.4% |
| Admin fee / account holder | $8,046 | $6,500+23.8% | $8,703-7.5% | $7,234+11.2% |