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 | $50,279 | $106,515-52.8% | $96,683-48.0% | $139,434-63.9% |
| Participation rate | 35.3% | 77.8%-42.5pp | 74.3%-39.0pp | 80.3%-45.0pp |
| Annual return | 23.71% | 38.43%-14.7pp | 35.69%-12.0pp | 372.94%-349.2pp |
| Employer contribution / active EE | $1,760 | $4,103-57.1% | $3,737-52.9% | $4,751-63.0% |
| Participant deferral / active EE | $2,990 | $5,454-45.2% | $4,878-38.7% | $6,710-55.4% |
| Admin fee / account holder | $2,115 | $7,877-73.1% | $6,730-68.6% | $11,403-81.4% |