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 | $33,588 | $94,625-64.5% | $116,228-71.1% | $84,808-60.4% |
| Participation rate | 60.0% | 70.4%-10.4pp | 74.6%-14.6pp | 68.3%-8.3pp |
| Annual return | 19.28% | 20.40%-1.1pp | 90.06%-70.8pp | 40.90%-21.6pp |
| Employer contribution / active EE | $1,783 | $2,347-24.0% | $2,994-40.5% | $2,631-32.2% |
| Participant deferral / active EE | $3,375 | $3,972-15.0% | $4,953-31.9% | $4,212-19.9% |
| Admin fee / account holder | $536 | $10,091-94.7% | $11,989-95.5% | $7,344-92.7% |