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 | $40,376 | $86,944-53.6% | $107,525-62.4% | $74,304-45.7% |
| Participation rate | 65.0% | 59.6%+5.5pp | 75.1%-10.0pp | 60.3%+4.7pp |
| Annual return | 22.29% | 23.52%-1.2pp | 181.32%-159.0pp | 29.43%-7.1pp |
| Employer contribution / active EE | $3,051 | $2,757+10.7% | $3,754-18.7% | $2,241+36.1% |
| Participant deferral / active EE | $7,234 | $3,554+103.5% | $5,116+41.4% | $3,767+92.0% |
| Admin fee / account holder | $3,584 | $3,727-3.8% | $8,919-59.8% | $2,969+20.7% |