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 | $25,031 | $55,371-54.8% | $95,585-73.8% | $74,304-66.3% |
| Participation rate | 42.9% | 53.8%-11.0pp | 72.1%-29.2pp | 60.3%-17.5pp |
| Annual return | 17.57% | 24.26%-6.7pp | 38.56%-21.0pp | 29.43%-11.9pp |
| Employer contribution / active EE | $1,063 | $1,437-26.1% | $2,527-57.9% | $2,241-52.6% |
| Participant deferral / active EE | $1,806 | $2,955-38.9% | $4,023-55.1% | $3,767-52.1% |
| Admin fee / account holder | $3,616 | $2,620+38.0% | $6,127-41.0% | $2,969+21.8% |