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 | $29,908 | $80,717-62.9% | $154,803-80.7% | $84,808-64.7% |
| Participation rate | 60.9% | 66.8%-5.9pp | 78.1%-17.2pp | 68.3%-7.4pp |
| Annual return | 19.41% | 37.96%-18.5pp | 58.88%-39.5pp | 40.90%-21.5pp |
| Employer contribution / active EE | $1,175 | $2,761-57.4% | $4,305-72.7% | $2,631-55.3% |
| Participant deferral / active EE | $2,565 | $3,303-22.4% | $5,540-53.7% | $4,212-39.1% |
| Admin fee / account holder | $1,356 | $6,746-79.9% | $14,329-90.5% | $7,344-81.5% |