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 | $37,128 | $87,013-57.3% | $106,213-65.0% | $80,856-54.1% |
| Participation rate | 52.2% | 70.4%-18.2pp | 75.3%-23.0pp | 67.6%-15.4pp |
| Annual return | 45.84% | 17.05%+28.8pp | 116.14%-70.3pp | 35.59%+10.2pp |
| Employer contribution / active EE | $1,462 | $2,395-39.0% | $3,171-53.9% | $2,755-46.9% |
| Participant deferral / active EE | $4,911 | $3,986+23.2% | $5,016-2.1% | $4,296+14.3% |
| Admin fee / account holder | $960 | $8,431-88.6% | $11,033-91.3% | $6,918-86.1% |