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 9-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 | $87,635 | $109,881-20.2% | $150,045-41.6% | $84,808+3.3% |
| Participation rate | 52.0% | 76.1%-24.1pp | 82.3%-30.3pp | 68.3%-16.3pp |
| Annual return | 15.17% | 28.25%-13.1pp | 62.55%-47.4pp | 40.90%-25.7pp |
| Employer contribution / active EE | $2,291 | $3,561-35.7% | $4,693-51.2% | $2,631-12.9% |
| Participant deferral / active EE | $5,584 | $6,636-15.9% | $7,997-30.2% | $4,212+32.6% |
| Admin fee / account holder | $1,121 | $8,568-86.9% | $13,435-91.7% | $7,344-84.7% |