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 | $23,829 | $61,272-61.1% | $149,673-84.1% | $71,457-66.7% |
| Participation rate | 62.7% | 62.5%+0.2pp | 78.8%-16.0pp | 67.9%-5.2pp |
| Annual return | 30.52% | 35.85%-5.3pp | 134.42%-103.9pp | 28.85%+1.7pp |
| Employer contribution / active EE | $1,524 | $2,378-35.9% | $4,818-68.4% | $2,588-41.1% |
| Participant deferral / active EE | $3,063 | $2,917+5.0% | $5,680-46.1% | $4,289-28.6% |
| Admin fee / account holder | $829 | $1,261-34.3% | $13,210-93.7% | $1,587-47.8% |