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 | $36,889 | $81,248-54.6% | $155,509-76.3% | $80,856-54.4% |
| Participation rate | 42.9% | 66.2%-23.4pp | 78.2%-35.3pp | 67.6%-24.8pp |
| Annual return | 21.28% | 33.31%-12.0pp | 64.67%-43.4pp | 35.59%-14.3pp |
| Employer contribution / active EE | $826 | $3,100-73.4% | $4,672-82.3% | $2,755-70.0% |
| Participant deferral / active EE | $2,926 | $3,452-15.2% | $5,626-48.0% | $4,296-31.9% |
| Admin fee / account holder | $439 | $7,997-94.5% | $15,912-97.2% | $6,918-93.7% |