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 | $43,468 | $87,870-50.5% | $113,168-61.6% | $74,304-41.5% |
| Participation rate | 32.4% | 70.7%-38.3pp | 76.6%-44.2pp | 60.3%-27.9pp |
| Annual return | 19.19% | 26.44%-7.2pp | 24.27%-5.1pp | 29.43%-10.2pp |
| Employer contribution / active EE | $1,080 | $2,277-52.6% | $2,975-63.7% | $2,241-51.8% |
| Participant deferral / active EE | $2,022 | $4,241-52.3% | $5,107-60.4% | $3,767-46.3% |
| Admin fee / account holder | $1,763 | $3,368-47.7% | $12,068-85.4% | $2,969-40.6% |