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 4-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 | $90,285 | $95,803-5.8% | $113,168-20.2% | $84,808+6.5% |
| Participation rate | 55.8% | 72.9%-17.1pp | 76.6%-20.8pp | 68.3%-12.5pp |
| Annual return | 17.01% | 25.00%-8.0pp | 24.27%-7.3pp | 40.90%-23.9pp |
| Employer contribution / active EE | $2,588 | $2,360+9.7% | $2,975-13.0% | $2,631-1.6% |
| Participant deferral / active EE | $4,433 | $4,242+4.5% | $5,107-13.2% | $4,212+5.3% |
| Admin fee / account holder | $2,426 | $8,989-73.0% | $12,068-79.9% | $7,344-67.0% |