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 | $55,360 | $80,968-31.6% | $96,544-42.7% | $75,163-26.3% |
| Participation rate | 65.4% | 71.8%-6.4pp | 76.0%-10.6pp | 67.2%-1.8pp |
| Annual return | 15.27% | 27.06%-11.8pp | 25.84%-10.6pp | 160.62%-145.3pp |
| Employer contribution / active EE | $1,533 | $2,282-32.8% | $2,965-48.3% | $2,670-42.6% |
| Participant deferral / active EE | $2,824 | $3,928-28.1% | $4,851-41.8% | $4,125-31.5% |
| Admin fee / account holder | $1,646 | $6,724-75.5% | $8,252-80.1% | $5,651-70.9% |