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 | $62,356 | $108,825-42.7% | $156,181-60.1% | $82,448-24.4% |
| Participation rate | 35.3% | 72.4%-37.1pp | 78.8%-43.5pp | 68.1%-32.8pp |
| Annual return | 17.72% | 20.59%-2.9pp | 64.87%-47.2pp | 41.64%-23.9pp |
| Employer contribution / active EE | $1,700 | $2,870-40.7% | $4,294-60.4% | $2,551-33.3% |
| Participant deferral / active EE | $3,634 | $4,577-20.6% | $6,132-40.7% | $4,139-12.2% |
| Admin fee / account holder | $4,593 | $9,341-50.8% | $14,586-68.5% | $7,234-36.5% |