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 | $106,749-62.2% | $145,433-72.3% | $82,448-51.1% |
| Participation rate | 59.5% | 75.6%-16.2pp | 82.1%-22.7pp | 68.1%-8.6pp |
| Annual return | 21.71% | 27.59%-5.9pp | 66.58%-44.9pp | 41.64%-19.9pp |
| Employer contribution / active EE | $3,099 | $3,444-10.0% | $4,554-32.0% | $2,551+21.5% |
| Participant deferral / active EE | $3,573 | $6,519-45.2% | $7,897-54.8% | $4,139-13.7% |
| Admin fee / account holder | $968 | $8,390-88.5% | $13,129-92.6% | $7,234-86.6% |