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 | $81,960 | $81,233+0.9% | $155,567-47.3% | $80,874+1.3% |
| Participation rate | 13.5% | 66.2%-52.8pp | 78.2%-64.7pp | 67.6%-54.2pp |
| Annual return | 17.68% | 33.33%-15.7pp | 64.74%-47.1pp | 35.62%-17.9pp |
| Employer contribution / active EE | $608 | $3,101-80.4% | $4,674-87.0% | $2,756-77.9% |
| Participant deferral / active EE | $1,413 | $3,452-59.1% | $5,628-74.9% | $4,297-67.1% |
| Admin fee / account holder | $3,760 | $7,998-53.0% | $15,916-76.4% | $6,935-45.8% |