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 3-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 | $89,962 | $87,166+3.2% | $76,735+17.2% | $137,256-34.5% |
| Participation rate | 55.0% | 74.4%-19.4pp | 69.5%-14.5pp | 80.0%-25.0pp |
| Annual return | 22.07% | 26.50%-4.4pp | 29.77%-7.7pp | 220.34%-198.3pp |
| Employer contribution / active EE | $1,407 | $2,904-51.6% | $2,454-42.7% | $4,156-66.1% |
| Participant deferral / active EE | $5,115 | $4,726+8.2% | $4,088+25.1% | $6,407-20.2% |
| Admin fee / account holder | $997 | $8,403-88.1% | $7,189-86.1% | $12,270-91.9% |