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 | $60,616 | $89,698-32.4% | $103,476-41.4% | $80,856-25.0% |
| Participation rate | 44.1% | 76.0%-31.8pp | 80.5%-36.4pp | 67.6%-23.5pp |
| Annual return | 42.90% | 22.78%+20.1pp | 23.90%+19.0pp | 35.59%+7.3pp |
| Employer contribution / active EE | $1,564 | $4,018-61.1% | $4,672-66.5% | $2,755-43.2% |
| Participant deferral / active EE | $3,470 | $5,456-36.4% | $6,623-47.6% | $4,296-19.2% |
| Admin fee / account holder | $3,560 | $6,768-47.4% | $9,413-62.2% | $6,918-48.5% |