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 | $105,342 | $77,503+35.9% | $100,391+4.9% | $80,856+30.3% |
| Participation rate | 65.9% | 76.9%-11.1pp | 81.5%-15.6pp | 67.6%-1.8pp |
| Annual return | 19.28% | 37.20%-17.9pp | 49.20%-29.9pp | 35.59%-16.3pp |
| Employer contribution / active EE | $1,198 | $2,801-57.2% | $3,942-69.6% | $2,755-56.5% |
| Participant deferral / active EE | $9,743 | $6,820+42.9% | $8,082+20.6% | $4,296+126.8% |
| Admin fee / account holder | $5,569 | $5,897-5.6% | $7,899-29.5% | $6,918-19.5% |