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 | $86,595 | $57,541+50.5% | $95,745-9.6% | $75,163+15.2% |
| Participation rate | 35.7% | 62.5%-26.8pp | 72.3%-36.5pp | 67.2%-31.5pp |
| Annual return | 20.78% | 34.93%-14.2pp | 28.35%-7.6pp | 160.62%-139.8pp |
| Employer contribution / active EE | $478 | $1,808-73.5% | $2,835-83.1% | $2,670-82.1% |
| Participant deferral / active EE | $2,412 | $3,074-21.5% | $4,245-43.2% | $4,125-41.5% |
| Admin fee / account holder | $317 | $4,099-92.3% | $5,678-94.4% | $5,651-94.4% |