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 | $79,762 | $81,446-2.1% | $103,374-22.8% | $80,874-1.4% |
| Participation rate | 23.7% | 66.9%-43.2pp | 74.5%-50.8pp | 67.6%-44.0pp |
| Annual return | 16.44% | 25.57%-9.1pp | 24.89%-8.4pp | 35.62%-19.2pp |
| Employer contribution / active EE | $1,107 | $3,107-64.4% | $3,869-71.4% | $2,756-59.8% |
| Participant deferral / active EE | $3,405 | $3,870-12.0% | $5,058-32.7% | $4,297-20.8% |
| Admin fee / account holder | $739 | $6,715-89.0% | $8,394-91.2% | $6,935-89.3% |