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 | $61,361 | $117,983-48.0% | $101,794-39.7% | $142,382-56.9% |
| Participation rate | 56.3% | 74.2%-18.0pp | 69.2%-12.9pp | 80.1%-23.9pp |
| Annual return | 39.21% | 36.92%+2.3pp | 30.53%+8.7pp | 217.08%-177.9pp |
| Employer contribution / active EE | $2,219 | $2,773-20.0% | $2,289-3.1% | $4,299-48.4% |
| Participant deferral / active EE | $5,946 | $4,714+26.2% | $4,084+45.6% | $6,507-8.6% |
| Admin fee / account holder | $1,853 | $10,433-82.2% | $8,777-78.9% | $12,624-85.3% |