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 | $107,971 | $117,983-8.5% | $101,794+6.1% | $142,382-24.2% |
| Participation rate | 50.0% | 74.2%-24.2pp | 69.2%-19.2pp | 80.1%-30.1pp |
| Annual return | 24.30% | 36.92%-12.6pp | 30.53%-6.2pp | 217.08%-192.8pp |
| Employer contribution / active EE | $17,583 | $2,773+534.1% | $2,289+668.2% | $4,299+309.0% |
| Participant deferral / active EE | $8,156 | $4,714+73.0% | $4,084+99.7% | $6,507+25.3% |
| Admin fee / account holder | $454 | $10,433-95.7% | $8,777-94.8% | $12,624-96.4% |