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 | $99,704 | $94,031+6.0% | $115,768-13.9% | $82,448+20.9% |
| Participation rate | 52.9% | 70.4%-17.5pp | 74.4%-21.5pp | 68.1%-15.1pp |
| Annual return | 16.05% | 20.61%-4.6pp | 100.46%-84.4pp | 41.64%-25.6pp |
| Employer contribution / active EE | $1,182 | $2,323-49.1% | $2,940-59.8% | $2,551-53.7% |
| Participant deferral / active EE | $2,997 | $3,972-24.5% | $4,917-39.0% | $4,139-27.6% |
| Admin fee / account holder | $4,242 | $10,249-58.6% | $12,439-65.9% | $7,234-41.4% |