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 | $33,744 | $109,413-69.2% | $156,263-78.4% | $84,808-60.2% |
| Participation rate | 54.4% | 72.7%-18.3pp | 78.9%-24.5pp | 68.3%-13.9pp |
| Annual return | 23.08% | 20.18%+2.9pp | 59.47%-36.4pp | 40.90%-17.8pp |
| Employer contribution / active EE | $1,774 | $2,907-39.0% | $4,333-59.0% | $2,631-32.6% |
| Participant deferral / active EE | $3,018 | $4,590-34.3% | $6,158-51.0% | $4,212-28.3% |
| Admin fee / account holder | $595 | $9,357-93.6% | $14,255-95.8% | $7,344-91.9% |