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 | $40,357 | $109,881-63.3% | $150,045-73.1% | $84,808-52.4% |
| Participation rate | 59.5% | 76.1%-16.6pp | 82.3%-22.9pp | 68.3%-8.9pp |
| Annual return | 21.71% | 28.25%-6.5pp | 62.55%-40.8pp | 40.90%-19.2pp |
| Employer contribution / active EE | $3,099 | $3,561-13.0% | $4,693-34.0% | $2,631+17.8% |
| Participant deferral / active EE | $3,573 | $6,636-46.2% | $7,997-55.3% | $4,212-15.2% |
| Admin fee / account holder | $968 | $8,568-88.7% | $13,435-92.8% | $7,344-86.8% |