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 | $86,855 | $98,652-12.0% | $142,942-39.2% | $82,448+5.3% |
| Participation rate | 49.1% | 72.8%-23.7pp | 76.8%-27.8pp | 68.1%-19.0pp |
| Annual return | 15.39% | 22.65%-7.3pp | 113.70%-98.3pp | 41.64%-26.3pp |
| Employer contribution / active EE | $3,776 | $3,211+17.6% | $4,139-8.8% | $2,551+48.0% |
| Participant deferral / active EE | $7,036 | $5,580+26.1% | $7,128-1.3% | $4,139+70.0% |
| Admin fee / account holder | $14,706 | $8,078+82.1% | $12,475+17.9% | $7,234+103.3% |