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 | $78,195 | $71,050+10.1% | $93,606-16.5% | $80,856-3.3% |
| Participation rate | 46.9% | 60.4%-13.5pp | 68.7%-21.8pp | 67.6%-20.7pp |
| Annual return | 14.38% | 11.26%+3.1pp | 133.20%-118.8pp | 35.59%-21.2pp |
| Employer contribution / active EE | $2,120 | $1,564+35.6% | $2,420-12.4% | $2,755-23.0% |
| Participant deferral / active EE | $3,591 | $4,034-11.0% | $4,411-18.6% | $4,296-16.4% |
| Admin fee / account holder | $14,458 | $6,945+108.2% | $8,285+74.5% | $6,918+109.0% |