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 | $82,981 | $87,013-4.6% | $106,213-21.9% | $80,856+2.6% |
| Participation rate | 67.6% | 70.4%-2.9pp | 75.3%-7.7pp | 67.6%-0.1pp |
| Annual return | 13.66% | 17.05%-3.4pp | 116.14%-102.5pp | 35.59%-21.9pp |
| Employer contribution / active EE | $1,755 | $2,395-26.7% | $3,171-44.7% | $2,755-36.3% |
| Participant deferral / active EE | $3,271 | $3,986-17.9% | $5,016-34.8% | $4,296-23.8% |
| Admin fee / account holder | $1,042 | $8,431-87.6% | $11,033-90.6% | $6,918-84.9% |