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 | $39,748 | $60,892-34.7% | $82,389-51.8% | $84,808-53.1% |
| Participation rate | 34.6% | 63.3%-28.7pp | 69.5%-34.9pp | 68.3%-33.7pp |
| Annual return | 20.17% | 37.29%-17.1pp | 28.67%-8.5pp | 40.90%-20.7pp |
| Employer contribution / active EE | $1,957 | $1,779+10.0% | $2,517-22.3% | $2,631-25.6% |
| Participant deferral / active EE | $4,092 | $3,179+28.7% | $4,155-1.5% | $4,212-2.8% |
| Admin fee / account holder | $1,094 | $5,467-80.0% | $7,231-84.9% | $7,344-85.1% |