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 | $48,600 | $89,753-45.9% | $107,525-54.8% | $84,808-42.7% |
| Participation rate | 48.3% | 68.1%-19.8pp | 75.1%-26.8pp | 68.3%-20.0pp |
| Annual return | 21.55% | 29.48%-7.9pp | 181.32%-159.8pp | 40.90%-19.3pp |
| Employer contribution / active EE | $1,469 | $3,113-52.8% | $3,754-60.9% | $2,631-44.2% |
| Participant deferral / active EE | $4,270 | $4,056+5.3% | $5,116-16.5% | $4,212+1.4% |
| Admin fee / account holder | $4,412 | $7,222-38.9% | $8,919-50.5% | $7,344-39.9% |