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 | $112,729-56.7% | $98,716-50.5% | $137,256-64.4% |
| Participation rate | 69.6% | 74.2%-4.7pp | 69.3%+0.3pp | 80.0%-10.4pp |
| Annual return | 17.56% | 38.48%-20.9pp | 31.81%-14.2pp | 220.34%-202.8pp |
| Employer contribution / active EE | $1,785 | $2,725-34.5% | $2,279-21.6% | $4,156-57.0% |
| Participant deferral / active EE | $5,283 | $4,640+13.9% | $4,048+30.5% | $6,407-17.5% |
| Admin fee / account holder | $525 | $10,129-94.8% | $8,703-94.0% | $12,270-95.7% |