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 | $45,915 | $58,234-21.2% | $81,783-43.9% | $80,874-43.2% |
| Participation rate | 27.3% | 63.4%-36.2pp | 72.4%-45.1pp | 67.6%-40.4pp |
| Annual return | 18.06% | 41.70%-23.6pp | 775.05%-757.0pp | 35.62%-17.6pp |
| Employer contribution / active EE | $1,756 | $2,341-25.0% | $2,913-39.7% | $2,756-36.3% |
| Participant deferral / active EE | $3,162 | $3,283-3.7% | $4,320-26.8% | $4,297-26.4% |
| Admin fee / account holder | $945 | $4,982-81.0% | $7,380-87.2% | $6,935-86.4% |