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 | $48,760 | $73,933-34.0% | $96,683-49.6% | $75,163-35.1% |
| Participation rate | 56.8% | 66.4%-9.7pp | 74.3%-17.6pp | 67.2%-10.4pp |
| Annual return | 20.47% | 26.70%-6.2pp | 35.69%-15.2pp | 160.62%-140.2pp |
| Employer contribution / active EE | $1,613 | $2,928-44.9% | $3,737-56.8% | $2,670-39.6% |
| Participant deferral / active EE | $2,918 | $3,659-20.2% | $4,878-40.2% | $4,125-29.3% |
| Admin fee / account holder | $4,170 | $5,216-20.1% | $6,730-38.0% | $5,651-26.2% |