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 | $87,934 | $81,460+7.9% | $103,333-14.9% | $80,856+8.8% |
| Participation rate | 27.1% | 66.8%-39.8pp | 74.5%-47.4pp | 67.6%-40.6pp |
| Annual return | 15.92% | 25.55%-9.6pp | 24.88%-9.0pp | 35.59%-19.7pp |
| Employer contribution / active EE | $1,011 | $3,105-67.4% | $3,868-73.9% | $2,755-63.3% |
| Participant deferral / active EE | $2,512 | $3,869-35.1% | $5,057-50.3% | $4,296-41.5% |
| Admin fee / account holder | $1,852 | $6,566-71.8% | $8,355-77.8% | $6,918-73.2% |