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 | $19,501 | $60,892-68.0% | $82,389-76.3% | $84,808-77.0% |
| Participation rate | 39.3% | 63.3%-24.0pp | 69.5%-30.3pp | 68.3%-29.0pp |
| Annual return | 21.76% | 37.29%-15.5pp | 28.67%-6.9pp | 40.90%-19.1pp |
| Employer contribution / active EE | $1,099 | $1,779-38.3% | $2,517-56.4% | $2,631-58.2% |
| Participant deferral / active EE | $1,683 | $3,179-47.1% | $4,155-59.5% | $4,212-60.0% |
| Admin fee / account holder | $1,010 | $5,467-81.5% | $7,231-86.0% | $7,344-86.2% |