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 | $93,393 | $81,248+14.9% | $155,509-39.9% | $80,856+15.5% |
| Participation rate | 61.8% | 66.2%-4.5pp | 78.2%-16.4pp | 67.6%-5.9pp |
| Annual return | 20.00% | 33.31%-13.3pp | 64.67%-44.7pp | 35.59%-15.6pp |
| Employer contribution / active EE | $1,794 | $3,100-42.1% | $4,672-61.6% | $2,755-34.9% |
| Participant deferral / active EE | $4,446 | $3,452+28.8% | $5,626-21.0% | $4,296+3.5% |
| Admin fee / account holder | $397 | $7,997-95.0% | $15,912-97.5% | $6,918-94.3% |