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 6-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 | $101,944 | $80,717+26.3% | $154,803-34.1% | $84,808+20.2% |
| Participation rate | 18.5% | 66.8%-48.3pp | 78.1%-59.6pp | 68.3%-49.8pp |
| Annual return | 14.17% | 37.96%-23.8pp | 58.88%-44.7pp | 40.90%-26.7pp |
| Employer contribution / active EE | $716 | $2,761-74.1% | $4,305-83.4% | $2,631-72.8% |
| Participant deferral / active EE | $2,587 | $3,303-21.7% | $5,540-53.3% | $4,212-38.6% |
| Admin fee / account holder | $1,251 | $6,746-81.5% | $14,329-91.3% | $7,344-83.0% |