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 | $62,947 | $106,749-41.0% | $145,433-56.7% | $82,448-23.7% |
| Participation rate | 68.5% | 75.6%-7.2pp | 82.1%-13.6pp | 68.1%+0.4pp |
| Annual return | 14.83% | 27.59%-12.8pp | 66.58%-51.7pp | 41.64%-26.8pp |
| Employer contribution / active EE | $2,151 | $3,444-37.5% | $4,554-52.8% | $2,551-15.7% |
| Participant deferral / active EE | $4,382 | $6,519-32.8% | $7,897-44.5% | $4,139+5.9% |
| Admin fee / account holder | $6,609 | $8,390-21.2% | $13,129-49.7% | $7,234-8.6% |