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 | $45,548 | $74,927-39.2% | $101,794-55.3% | $84,808-46.3% |
| Participation rate | 59.4% | 61.4%-2.0pp | 69.2%-9.8pp | 68.3%-8.9pp |
| Annual return | 20.26% | 18.70%+1.6pp | 30.53%-10.3pp | 40.90%-20.6pp |
| Employer contribution / active EE | $2,011 | $1,522+32.2% | $2,289-12.1% | $2,631-23.5% |
| Participant deferral / active EE | $3,281 | $3,099+5.9% | $4,084-19.7% | $4,212-22.1% |
| Admin fee / account holder | $426 | $6,514-93.5% | $8,777-95.1% | $7,344-94.2% |