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 5-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 | $99,045 | $74,927+32.2% | $101,794-2.7% | $84,808+16.8% |
| Participation rate | 50.0% | 61.4%-11.4pp | 69.2%-19.2pp | 68.3%-18.3pp |
| Annual return | 20.92% | 18.70%+2.2pp | 30.53%-9.6pp | 40.90%-20.0pp |
| Employer contribution / active EE | $2,429 | $1,522+59.6% | $2,289+6.1% | $2,631-7.7% |
| Participant deferral / active EE | $6,317 | $3,099+103.8% | $4,084+54.7% | $4,212+50.0% |
| Admin fee / account holder | $902 | $6,514-86.2% | $8,777-89.7% | $7,344-87.7% |