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 | $27,706 | $51,045-45.7% | $70,515-60.7% | $71,457-61.2% |
| Participation rate | 44.6% | 59.4%-14.8pp | 68.3%-23.7pp | 67.9%-23.3pp |
| Annual return | 21.27% | 42.63%-21.4pp | 32.77%-11.5pp | 28.85%-7.6pp |
| Employer contribution / active EE | $1,955 | $1,790+9.2% | $2,973-34.2% | $2,588-24.4% |
| Participant deferral / active EE | $4,243 | $3,026+40.2% | $4,567-7.1% | $4,289-1.1% |
| Admin fee / account holder | $2,994 | $1,994+50.2% | $6,412-53.3% | $1,587+88.6% |