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 | $19,167 | $106,515-82.0% | $96,683-80.2% | $139,434-86.3% |
| Participation rate | 47.6% | 77.8%-30.2pp | 74.3%-26.7pp | 80.3%-32.7pp |
| Annual return | 22.85% | 38.43%-15.6pp | 35.69%-12.8pp | 372.94%-350.1pp |
| Employer contribution / active EE | $1,478 | $4,103-64.0% | $3,737-60.5% | $4,751-68.9% |
| Participant deferral / active EE | $2,912 | $5,454-46.6% | $4,878-40.3% | $6,710-56.6% |
| Admin fee / account holder | $1,109 | $7,877-85.9% | $6,730-83.5% | $11,403-90.3% |