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 | $34,937 | $97,125-64.0% | $86,233-59.5% | $137,256-74.5% |
| Participation rate | 50.0% | 74.2%-24.2pp | 69.0%-19.0pp | 80.0%-30.0pp |
| Annual return | 15.90% | 74.19%-58.3pp | 61.39%-45.5pp | 220.34%-204.4pp |
| Employer contribution / active EE | $4,253 | $2,841+49.7% | $2,504+69.8% | $4,156+2.3% |
| Participant deferral / active EE | $8,067 | $5,180+55.7% | $4,559+76.9% | $6,407+25.9% |
| Admin fee / account holder | $1,420 | $9,725-85.4% | $8,342-83.0% | $12,270-88.4% |