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 | $30,501 | $97,125-68.6% | $86,233-64.6% | $137,256-77.8% |
| Participation rate | 57.9% | 74.2%-16.3pp | 69.0%-11.1pp | 80.0%-22.1pp |
| Annual return | 20.13% | 74.19%-54.1pp | 61.39%-41.3pp | 220.34%-200.2pp |
| Employer contribution / active EE | $1,610 | $2,841-43.3% | $2,504-35.7% | $4,156-61.3% |
| Participant deferral / active EE | $1,890 | $5,180-63.5% | $4,559-58.5% | $6,407-70.5% |
| Admin fee / account holder | $1,811 | $9,725-81.4% | $8,342-78.3% | $12,270-85.2% |