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 | $50,244 | $101,724-50.6% | $164,813-69.5% | $80,856-37.9% |
| Participation rate | 58.6% | 71.8%-13.2pp | 78.6%-20.0pp | 67.6%-9.0pp |
| Annual return | 21.42% | 16.72%+4.7pp | 69.93%-48.5pp | 35.59%-14.2pp |
| Employer contribution / active EE | $2,677 | $2,953-9.3% | $4,341-38.3% | $2,755-2.8% |
| Participant deferral / active EE | $4,796 | $4,477+7.1% | $6,031-20.5% | $4,296+11.6% |
| Admin fee / account holder | $1,206 | $8,227-85.3% | $12,690-90.5% | $6,918-82.6% |