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 6-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 | $99,799 | $81,460+22.5% | $103,333-3.4% | $80,856+23.4% |
| Participation rate | 18.5% | 66.8%-48.3pp | 74.5%-56.0pp | 67.6%-49.1pp |
| Annual return | 12.27% | 25.55%-13.3pp | 24.88%-12.6pp | 35.59%-23.3pp |
| Employer contribution / active EE | $1,531 | $3,105-50.7% | $3,868-60.4% | $2,755-44.4% |
| Participant deferral / active EE | $2,562 | $3,869-33.8% | $5,057-49.3% | $4,296-40.4% |
| Admin fee / account holder | $415 | $6,566-93.7% | $8,355-95.0% | $6,918-94.0% |