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 | $24,784 | $114,381-78.3% | $107,525-77.0% | $142,382-82.6% |
| Participation rate | 59.1% | 78.1%-19.0pp | 75.1%-16.0pp | 80.1%-21.0pp |
| Annual return | 17.36% | 242.71%-225.3pp | 181.32%-164.0pp | 217.08%-199.7pp |
| Employer contribution / active EE | $1,507 | $4,015-62.5% | $3,754-59.8% | $4,299-64.9% |
| Participant deferral / active EE | $2,021 | $5,564-63.7% | $5,116-60.5% | $6,507-68.9% |
| Admin fee / account holder | $471 | $9,860-95.2% | $8,919-94.7% | $12,624-96.3% |