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 4-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 | $69,656 | $95,266-26.9% | $82,389-15.5% | $142,382-51.1% |
| Participation rate | 41.7% | 74.5%-32.8pp | 69.5%-27.9pp | 80.1%-38.5pp |
| Annual return | 20.87% | 25.74%-4.9pp | 28.67%-7.8pp | 217.08%-196.2pp |
| Employer contribution / active EE | $2,088 | $2,991-30.2% | $2,517-17.1% | $4,299-51.4% |
| Participant deferral / active EE | $5,139 | $4,809+6.9% | $4,155+23.7% | $6,507-21.0% |
| Admin fee / account holder | $2,974 | $8,563-65.3% | $7,231-58.9% | $12,624-76.4% |