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 | $48,822 | $117,983-58.6% | $101,794-52.0% | $142,382-65.7% |
| Participation rate | 69.6% | 74.2%-4.7pp | 69.2%+0.4pp | 80.1%-10.6pp |
| Annual return | 17.56% | 36.92%-19.4pp | 30.53%-13.0pp | 217.08%-199.5pp |
| Employer contribution / active EE | $1,785 | $2,773-35.6% | $2,289-22.0% | $4,299-58.5% |
| Participant deferral / active EE | $5,283 | $4,714+12.1% | $4,084+29.4% | $6,507-18.8% |
| Admin fee / account holder | $525 | $10,433-95.0% | $8,777-94.0% | $12,624-95.8% |