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 | $31,238 | $106,515-70.7% | $96,683-67.7% | $139,434-77.6% |
| Participation rate | 56.5% | 77.8%-21.3pp | 74.3%-17.8pp | 80.3%-23.8pp |
| Annual return | 17.78% | 38.43%-20.6pp | 35.69%-17.9pp | 372.94%-355.2pp |
| Employer contribution / active EE | $1,816 | $4,103-55.7% | $3,737-51.4% | $4,751-61.8% |
| Participant deferral / active EE | $5,253 | $5,454-3.7% | $4,878+7.7% | $6,710-21.7% |
| Admin fee / account holder | $2,124 | $7,877-73.0% | $6,730-68.4% | $11,403-81.4% |