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 | $55,429 | $80,673-31.3% | $101,326-45.3% | $84,808-34.6% |
| Participation rate | 48.6% | 77.8%-29.1pp | 81.5%-32.8pp | 68.3%-19.7pp |
| Annual return | 47.48% | 38.95%+8.5pp | 36.82%+10.7pp | 40.90%+6.6pp |
| Employer contribution / active EE | $2,527 | $2,698-6.3% | $3,665-31.1% | $2,631-4.0% |
| Participant deferral / active EE | $5,673 | $6,840-17.1% | $7,994-29.0% | $4,212+34.7% |
| Admin fee / account holder | $702 | $12,784-94.5% | $11,185-93.7% | $7,344-90.4% |