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 | $59,187 | $71,516-17.2% | $98,439-39.9% | $71,457-17.2% |
| Participation rate | 48.3% | 72.7%-24.4pp | 75.2%-26.9pp | 67.9%-19.6pp |
| Annual return | 24.46% | 32.41%-8.0pp | 21.16%+3.3pp | 28.85%-4.4pp |
| Employer contribution / active EE | $1,950 | $2,399-18.7% | $3,048-36.0% | $2,588-24.7% |
| Participant deferral / active EE | $3,194 | $4,109-22.3% | $4,738-32.6% | $4,289-25.5% |
| Admin fee / account holder | $590 | $1,675-64.8% | $8,948-93.4% | $1,587-62.8% |