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 | $57,233 | $77,899-26.5% | $149,673-61.8% | $75,163-23.9% |
| Participation rate | 60.7% | 65.6%-4.9pp | 78.8%-18.1pp | 67.2%-6.5pp |
| Annual return | 17.57% | 31.72%-14.1pp | 134.42%-116.8pp | 160.62%-143.0pp |
| Employer contribution / active EE | $1,540 | $3,137-50.9% | $4,818-68.0% | $2,670-42.3% |
| Participant deferral / active EE | $6,549 | $3,411+92.0% | $5,680+15.3% | $4,125+58.8% |
| Admin fee / account holder | $1,341 | $5,956-77.5% | $13,210-89.9% | $5,651-76.3% |