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 | $73,906 | $65,246+13.3% | $98,716-25.1% | $67,986+8.7% |
| Participation rate | 39.7% | 51.4%-11.8pp | 69.3%-29.6pp | 57.2%-17.6pp |
| Annual return | 13.89% | 20.58%-6.7pp | 31.81%-17.9pp | 31.67%-17.8pp |
| Employer contribution / active EE | $248 | $1,042-76.2% | $2,279-89.1% | $2,019-87.7% |
| Participant deferral / active EE | $1,899 | $2,594-26.8% | $4,048-53.1% | $3,358-43.4% |
| Admin fee / account holder | $6,525 | $4,561+43.1% | $8,703-25.0% | $3,203+103.7% |