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 | $36,831 | $87,166-57.7% | $76,735-52.0% | $137,256-73.2% |
| Participation rate | 47.8% | 74.4%-26.5pp | 69.5%-21.7pp | 80.0%-32.1pp |
| Annual return | 12.76% | 26.50%-13.7pp | 29.77%-17.0pp | 220.34%-207.6pp |
| Employer contribution / active EE | $1,159 | $2,904-60.1% | $2,454-52.8% | $4,156-72.1% |
| Participant deferral / active EE | $2,151 | $4,726-54.5% | $4,088-47.4% | $6,407-66.4% |
| Admin fee / account holder | $2,014 | $8,403-76.0% | $7,189-72.0% | $12,270-83.6% |