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 | $70,930 | $93,170-23.9% | $100,534-29.4% | $84,808-16.4% |
| Participation rate | 47.1% | 75.8%-28.8pp | 80.6%-33.6pp | 68.3%-21.3pp |
| Annual return | 18.42% | 47.13%-28.7pp | 32.66%-14.2pp | 40.90%-22.5pp |
| Employer contribution / active EE | $1,804 | $3,985-54.7% | $4,346-58.5% | $2,631-31.4% |
| Participant deferral / active EE | $4,080 | $5,699-28.4% | $6,144-33.6% | $4,212-3.1% |
| Admin fee / account holder | $453 | $7,382-93.9% | $7,654-94.1% | $7,344-93.8% |