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 | $89,778 | $109,881-18.3% | $150,045-40.2% | $84,808+5.9% |
| Participation rate | 55.3% | 76.1%-20.8pp | 82.3%-27.1pp | 68.3%-13.0pp |
| Annual return | 30.88% | 28.25%+2.6pp | 62.55%-31.7pp | 40.90%-10.0pp |
| Employer contribution / active EE | $2,042 | $3,561-42.7% | $4,693-56.5% | $2,631-22.4% |
| Participant deferral / active EE | $3,832 | $6,636-42.2% | $7,997-52.1% | $4,212-9.0% |
| Admin fee / account holder | $4,217 | $8,568-50.8% | $13,435-68.6% | $7,344-42.6% |