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 | $37,775 | $80,717-53.2% | $154,803-75.6% | $84,808-55.5% |
| Participation rate | 50.0% | 66.8%-16.8pp | 78.1%-28.1pp | 68.3%-18.3pp |
| Annual return | 16.52% | 37.96%-21.4pp | 58.88%-42.4pp | 40.90%-24.4pp |
| Employer contribution / active EE | $1,187 | $2,761-57.0% | $4,305-72.4% | $2,631-54.9% |
| Participant deferral / active EE | $3,385 | $3,303+2.5% | $5,540-38.9% | $4,212-19.6% |
| Admin fee / account holder | $7,025 | $6,746+4.1% | $14,329-51.0% | $7,344-4.3% |