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 | $66,942 | $60,022+11.5% | $88,946-24.7% | $84,808-21.1% |
| Participation rate | 39.3% | 57.8%-18.6pp | 68.8%-29.6pp | 68.3%-29.0pp |
| Annual return | 20.02% | 22.43%-2.4pp | 57.82%-37.8pp | 40.90%-20.9pp |
| Employer contribution / active EE | $2,076 | $1,703+21.9% | $2,555-18.7% | $2,631-21.1% |
| Participant deferral / active EE | $4,617 | $3,114+48.3% | $4,581+0.8% | $4,212+9.6% |
| Admin fee / account holder | $1,116 | $4,811-76.8% | $8,261-86.5% | $7,344-84.8% |