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 | $63,692 | $81,248-21.6% | $155,509-59.0% | $80,856-21.2% |
| Participation rate | 57.4% | 66.2%-8.9pp | 78.2%-20.8pp | 67.6%-10.3pp |
| Annual return | 13.13% | 33.31%-20.2pp | 64.67%-51.5pp | 35.59%-22.5pp |
| Employer contribution / active EE | $1,907 | $3,100-38.5% | $4,672-59.2% | $2,755-30.8% |
| Participant deferral / active EE | $2,744 | $3,452-20.5% | $5,626-51.2% | $4,296-36.1% |
| Admin fee / account holder | $8,685 | $7,997+8.6% | $15,912-45.4% | $6,918+25.5% |