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 | $71,583 | $94,338-24.1% | $100,534-28.8% | $142,382-49.7% |
| Participation rate | 58.8% | 81.7%-22.9pp | 80.6%-21.8pp | 80.1%-21.3pp |
| Annual return | 20.37% | 29.20%-8.8pp | 32.66%-12.3pp | 217.08%-196.7pp |
| Employer contribution / active EE | $2,457 | $4,237-42.0% | $4,346-43.5% | $4,299-42.8% |
| Participant deferral / active EE | $3,848 | $5,934-35.1% | $6,144-37.4% | $6,507-40.9% |
| Admin fee / account holder | $1,586 | $8,421-81.2% | $7,654-79.3% | $12,624-87.4% |