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 | $28,593 | $81,460-64.9% | $103,333-72.3% | $80,856-64.6% |
| Participation rate | 64.2% | 66.8%-2.7pp | 74.5%-10.4pp | 67.6%-3.5pp |
| Annual return | 14.27% | 25.55%-11.3pp | 24.88%-10.6pp | 35.59%-21.3pp |
| Employer contribution / active EE | $1,950 | $3,105-37.2% | $3,868-49.6% | $2,755-29.2% |
| Participant deferral / active EE | $3,385 | $3,869-12.5% | $5,057-33.1% | $4,296-21.2% |
| Admin fee / account holder | $1,751 | $6,566-73.3% | $8,355-79.0% | $6,918-74.7% |