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 | $88,903 | $101,724-12.6% | $164,813-46.1% | $80,856+10.0% |
| Participation rate | 66.7% | 71.8%-5.2pp | 78.6%-11.9pp | 67.6%-1.0pp |
| Annual return | 36.92% | 16.72%+20.2pp | 69.93%-33.0pp | 35.59%+1.3pp |
| Employer contribution / active EE | $1,542 | $2,953-47.8% | $4,341-64.5% | $2,755-44.0% |
| Participant deferral / active EE | $4,100 | $4,477-8.4% | $6,031-32.0% | $4,296-4.5% |
| Admin fee / account holder | $1,671 | $8,227-79.7% | $12,690-86.8% | $6,918-75.8% |