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 | $66,098+11.8% | $101,794-27.4% | $74,304-0.5% |
| Participation rate | 39.7% | 53.8%-14.1pp | 69.2%-29.5pp | 60.3%-20.7pp |
| Annual return | 13.89% | 19.59%-5.7pp | 30.53%-16.6pp | 29.43%-15.5pp |
| Employer contribution / active EE | $248 | $1,082-77.1% | $2,289-89.2% | $2,241-88.9% |
| Participant deferral / active EE | $1,899 | $2,781-31.7% | $4,084-53.5% | $3,767-49.6% |
| Admin fee / account holder | $6,525 | $4,146+57.4% | $8,777-25.7% | $2,969+119.8% |