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 | $59,238 | $71,050-16.6% | $93,606-36.7% | $80,856-26.7% |
| Participation rate | 61.9% | 60.4%+1.5pp | 68.7%-6.8pp | 67.6%-5.7pp |
| Annual return | 11.28% | 11.26%0pp | 133.20%-121.9pp | 35.59%-24.3pp |
| Employer contribution / active EE | $1,689 | $1,564+8.0% | $2,420-30.2% | $2,755-38.7% |
| Participant deferral / active EE | $2,725 | $4,034-32.4% | $4,411-38.2% | $4,296-36.6% |
| Admin fee / account holder | $4,862 | $6,945-30.0% | $8,285-41.3% | $6,918-29.7% |