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 5-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 | $71,611 | $60,892+17.6% | $82,389-13.1% | $84,808-15.6% |
| Participation rate | 40.0% | 63.3%-23.3pp | 69.5%-29.5pp | 68.3%-28.3pp |
| Annual return | 19.94% | 37.29%-17.4pp | 28.67%-8.7pp | 40.90%-21.0pp |
| Employer contribution / active EE | $1,243 | $1,779-30.2% | $2,517-50.6% | $2,631-52.8% |
| Participant deferral / active EE | $3,851 | $3,179+21.1% | $4,155-7.3% | $4,212-8.6% |
| Admin fee / account holder | $356 | $5,467-93.5% | $7,231-95.1% | $7,344-95.2% |