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 | $51,201 | $95,266-46.3% | $82,389-37.9% | $142,382-64.0% |
| Participation rate | 63.6% | 74.5%-10.8pp | 69.5%-5.9pp | 80.1%-16.5pp |
| Annual return | 17.89% | 25.74%-7.8pp | 28.67%-10.8pp | 217.08%-199.2pp |
| Employer contribution / active EE | $720 | $2,991-75.9% | $2,517-71.4% | $4,299-83.3% |
| Participant deferral / active EE | $4,678 | $4,809-2.7% | $4,155+12.6% | $6,507-28.1% |
| Admin fee / account holder | $392 | $8,563-95.4% | $7,231-94.6% | $12,624-96.9% |