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 4-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 | $78,166 | $102,245-23.6% | $89,340-12.5% | $137,256-43.1% |
| Participation rate | 40.0% | 74.9%-34.9pp | 69.6%-29.6pp | 80.0%-40.0pp |
| Annual return | 16.65% | 21.89%-5.2pp | 20.57%-3.9pp | 220.34%-203.7pp |
| Employer contribution / active EE | $1,955 | $2,529-22.7% | $2,231-12.4% | $4,156-53.0% |
| Participant deferral / active EE | $5,725 | $4,436+29.0% | $3,823+49.8% | $6,407-10.6% |
| Admin fee / account holder | $7,925 | $8,085-2.0% | $6,704+18.2% | $12,270-35.4% |