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 | $73,138 | $78,485-6.8% | $106,213-31.1% | $74,495-1.8% |
| Participation rate | 46.2% | 72.8%-26.7pp | 75.3%-29.1pp | 67.2%-21.0pp |
| Annual return | 17.85% | 15.95%+1.9pp | 116.14%-98.3pp | 1364.94%-1347.1pp |
| Employer contribution / active EE | $2,056 | $2,523-18.5% | $3,171-35.2% | $2,623-21.6% |
| Participant deferral / active EE | $3,722 | $4,322-13.9% | $5,016-25.8% | $4,346-14.4% |
| Admin fee / account holder | $2,900 | $2,232+29.9% | $11,033-73.7% | $1,942+49.3% |