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 | $52,854 | $67,894-22.2% | $89,340-40.8% | $82,448-35.9% |
| Participation rate | 14.6% | 64.0%-49.4pp | 69.6%-54.9pp | 68.1%-53.4pp |
| Annual return | 20.22% | 19.21%+1.0pp | 20.57%-0.4pp | 41.64%-21.4pp |
| Employer contribution / active EE | $546 | $1,828-70.1% | $2,231-75.5% | $2,551-78.6% |
| Participant deferral / active EE | $1,161 | $3,072-62.2% | $3,823-69.6% | $4,139-71.9% |
| Admin fee / account holder | $496 | $5,723-91.3% | $6,704-92.6% | $7,234-93.2% |