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 | $42,415 | $106,749-60.3% | $145,433-70.8% | $82,448-48.6% |
| Participation rate | 57.7% | 75.6%-18.0pp | 82.1%-24.4pp | 68.1%-10.4pp |
| Annual return | 18.76% | 27.59%-8.8pp | 66.58%-47.8pp | 41.64%-22.9pp |
| Employer contribution / active EE | $2,124 | $3,444-38.3% | $4,554-53.4% | $2,551-16.7% |
| Participant deferral / active EE | $4,270 | $6,519-34.5% | $7,897-45.9% | $4,139+3.2% |
| Admin fee / account holder | $6,042 | $8,390-28.0% | $13,129-54.0% | $7,234-16.5% |