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 | $23,402 | $81,460-71.3% | $103,333-77.4% | $80,856-71.1% |
| Participation rate | 36.4% | 66.8%-30.5pp | 74.5%-38.1pp | 67.6%-31.3pp |
| Annual return | 13.08% | 25.55%-12.5pp | 24.88%-11.8pp | 35.59%-22.5pp |
| Employer contribution / active EE | $1,072 | $3,105-65.5% | $3,868-72.3% | $2,755-61.1% |
| Participant deferral / active EE | $2,111 | $3,869-45.4% | $5,057-58.3% | $4,296-50.8% |
| Admin fee / account holder | $3,095 | $6,566-52.9% | $8,355-63.0% | $6,918-55.3% |