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 | $44,059 | $94,625-53.4% | $116,228-62.1% | $84,808-48.0% |
| Participation rate | 51.6% | 70.4%-18.8pp | 74.6%-22.9pp | 68.3%-16.7pp |
| Annual return | 19.92% | 20.40%-0.5pp | 90.06%-70.1pp | 40.90%-21.0pp |
| Employer contribution / active EE | $1,430 | $2,347-39.1% | $2,994-52.3% | $2,631-45.7% |
| Participant deferral / active EE | $4,776 | $3,972+20.3% | $4,953-3.6% | $4,212+13.4% |
| Admin fee / account holder | $12,178 | $10,091+20.7% | $11,989+1.6% | $7,344+65.8% |