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 | $106,609 | $80,717+32.1% | $154,803-31.1% | $84,808+25.7% |
| Participation rate | 26.7% | 66.8%-40.1pp | 78.1%-51.4pp | 68.3%-41.6pp |
| Annual return | 22.04% | 37.96%-15.9pp | 58.88%-36.8pp | 40.90%-18.9pp |
| Employer contribution / active EE | $930 | $2,761-66.3% | $4,305-78.4% | $2,631-64.6% |
| Participant deferral / active EE | $2,899 | $3,303-12.2% | $5,540-47.7% | $4,212-31.2% |
| Admin fee / account holder | $2,122 | $6,746-68.5% | $14,329-85.2% | $7,344-71.1% |