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 | $94,103 | $93,571+0.6% | $135,903-30.8% | $75,163+25.2% |
| Participation rate | 27.9% | 75.2%-47.3pp | 81.9%-54.0pp | 67.2%-39.3pp |
| Annual return | 17.92% | 30.90%-13.0pp | 68.23%-50.3pp | 160.62%-142.7pp |
| Employer contribution / active EE | $3,415 | $3,537-3.4% | $4,856-29.7% | $2,670+27.9% |
| Participant deferral / active EE | $4,526 | $6,404-29.3% | $7,758-41.7% | $4,125+9.7% |
| Admin fee / account holder | $6,684 | $6,975-4.2% | $10,762-37.9% | $5,651+18.3% |