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 5-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 | $86,850 | $58,627+48.1% | $76,735+13.2% | $82,448+5.3% |
| Participation rate | 31.7% | 63.2%-31.6pp | 69.5%-37.8pp | 68.1%-36.4pp |
| Annual return | 17.15% | 39.10%-22.0pp | 29.77%-12.6pp | 41.64%-24.5pp |
| Employer contribution / active EE | $1,089 | $1,729-37.0% | $2,454-55.6% | $2,551-57.3% |
| Participant deferral / active EE | $2,082 | $3,134-33.5% | $4,088-49.1% | $4,139-49.7% |
| Admin fee / account holder | $2,119 | $5,323-60.2% | $7,189-70.5% | $7,234-70.7% |