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 6-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 | $84,410 | $106,584-20.8% | $101,326-16.7% | $142,382-40.7% |
| Participation rate | 60.0% | 82.7%-22.7pp | 81.5%-21.5pp | 80.1%-20.1pp |
| Annual return | 21.59% | 36.93%-15.3pp | 36.82%-15.2pp | 217.08%-195.5pp |
| Employer contribution / active EE | $1,491 | $3,956-62.3% | $3,665-59.3% | $4,299-65.3% |
| Participant deferral / active EE | $2,893 | $8,297-65.1% | $7,994-63.8% | $6,507-55.5% |
| Admin fee / account holder | $680 | $11,446-94.1% | $11,185-93.9% | $12,624-94.6% |