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 4-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 | $84,918 | $138,347-38.6% | $184,203-53.9% | $80,856+5.0% |
| Participation rate | 52.1% | 83.9%-31.7pp | 86.8%-34.7pp | 67.6%-15.5pp |
| Annual return | 29.89% | 20.02%+9.9pp | 28.81%+1.1pp | 35.59%-5.7pp |
| Employer contribution / active EE | $0 | $4,850-100.0% | $6,427-100.0% | $2,755-100.0% |
| Participant deferral / active EE | $10,625 | $7,071+50.3% | $9,131+16.4% | $4,296+147.3% |
| Admin fee / account holder | $7,251 | $10,483-30.8% | $13,901-47.8% | $6,918+4.8% |