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 | $101,167 | $127,065-20.4% | $113,168-10.6% | $142,382-28.9% |
| Participation rate | 65.2% | 79.2%-14.0pp | 76.6%-11.3pp | 80.1%-14.9pp |
| Annual return | 17.78% | 24.03%-6.2pp | 24.27%-6.5pp | 217.08%-199.3pp |
| Employer contribution / active EE | $1,422 | $3,442-58.7% | $2,975-52.2% | $4,299-66.9% |
| Participant deferral / active EE | $3,376 | $5,716-40.9% | $5,107-33.9% | $6,507-48.1% |
| Admin fee / account holder | $13,108 | $15,736-16.7% | $12,068+8.6% | $12,624+3.8% |