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 | $107,828 | $80,724+33.6% | $103,333+4.3% | $74,495+44.7% |
| Participation rate | 34.3% | 65.7%-31.4pp | 74.5%-40.2pp | 67.2%-32.9pp |
| Annual return | 17.68% | 27.56%-9.9pp | 24.88%-7.2pp | 1364.94%-1347.3pp |
| Employer contribution / active EE | $1,141 | $3,157-63.9% | $3,868-70.5% | $2,623-56.5% |
| Participant deferral / active EE | $2,931 | $3,860-24.1% | $5,057-42.1% | $4,346-32.6% |
| Admin fee / account holder | $2,612 | $2,368+10.3% | $8,355-68.7% | $1,942+34.5% |