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 | $77,897 | $81,248-4.1% | $155,509-49.9% | $80,856-3.7% |
| Participation rate | 67.6% | 66.2%+1.4pp | 78.2%-10.5pp | 67.6%0pp |
| Annual return | 72.45% | 33.31%+39.1pp | 64.67%+7.8pp | 35.59%+36.9pp |
| Employer contribution / active EE | $1,987 | $3,100-35.9% | $4,672-57.5% | $2,755-27.9% |
| Participant deferral / active EE | $2,527 | $3,452-26.8% | $5,626-55.1% | $4,296-41.2% |
| Admin fee / account holder | $549 | $7,997-93.1% | $15,912-96.6% | $6,918-92.1% |