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 | $116,800 | $148,978-21.6% | $200,582-41.8% | $84,808+37.7% |
| Participation rate | 20.8% | 84.2%-63.4pp | 86.9%-66.1pp | 68.3%-47.5pp |
| Annual return | 18.55% | 28.16%-9.6pp | 42.33%-23.8pp | 40.90%-22.3pp |
| Employer contribution / active EE | $0 | $4,815-100.0% | $6,419-100.0% | $2,631-100.0% |
| Participant deferral / active EE | $4,292 | $7,142-39.9% | $9,331-54.0% | $4,212+1.9% |
| Admin fee / account holder | $7,535 | $13,977-46.1% | $16,305-53.8% | $7,344+2.6% |