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 10-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 | $75,407 | $96,484-21.8% | $156,263-51.7% | $74,304+1.5% |
| Participation rate | 52.1% | 67.7%-15.6pp | 78.9%-26.8pp | 60.3%-8.2pp |
| Annual return | 17.06% | 17.73%-0.7pp | 59.47%-42.4pp | 29.43%-12.4pp |
| Employer contribution / active EE | $1,732 | $2,528-31.5% | $4,333-60.0% | $2,241-22.7% |
| Participant deferral / active EE | $3,937 | $4,286-8.1% | $6,158-36.1% | $3,767+4.5% |
| Admin fee / account holder | $2,945 | $3,728-21.0% | $14,255-79.3% | $2,969-0.8% |