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 | $52,277 | $127,386-59.0% | $115,037-54.6% | $125,391-58.3% |
| Participation rate | 52.2% | 84.2%-32.0pp | 81.4%-29.2pp | 83.2%-31.0pp |
| Annual return | 1.17% | 31.28%-30.1pp | 26.14%-25.0pp | 282.22%-281.1pp |
| Employer contribution / active EE | $1,399 | $5,166-72.9% | $4,608-69.6% | $4,866-71.2% |
| Participant deferral / active EE | $5,129 | $6,423-20.1% | $6,026-14.9% | $5,352-4.2% |
| Admin fee / account holder | $7,190 | $9,516-24.4% | $8,175-12.1% | $9,540-24.6% |