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 | $139,825 | $74,927+86.6% | $101,794+37.4% | $84,808+64.9% |
| Participation rate | 36.6% | 61.4%-24.8pp | 69.2%-32.6pp | 68.3%-31.7pp |
| Annual return | 15.31% | 18.70%-3.4pp | 30.53%-15.2pp | 40.90%-25.6pp |
| Employer contribution / active EE | $1,105 | $1,522-27.4% | $2,289-51.7% | $2,631-58.0% |
| Participant deferral / active EE | $2,635 | $3,099-15.0% | $4,084-35.5% | $4,212-37.4% |
| Admin fee / account holder | $1,537 | $6,514-76.4% | $8,777-82.5% | $7,344-79.1% |