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 | $39,755 | $49,922-20.4% | $80,569-50.7% | $75,163-47.1% |
| Participation rate | 60.8% | 55.3%+5.5pp | 67.0%-6.2pp | 67.2%-6.4pp |
| Annual return | 17.84% | 34.69%-16.9pp | 935.43%-917.6pp | 160.62%-142.8pp |
| Employer contribution / active EE | $1,068 | $1,698-37.1% | $2,723-60.8% | $2,670-60.0% |
| Participant deferral / active EE | $3,185 | $2,990+6.5% | $4,447-28.4% | $4,125-22.8% |
| Admin fee / account holder | $4,189 | $3,577+17.1% | $5,377-22.1% | $5,651-25.9% |