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 | $24,503 | $110,257-77.8% | $96,544-74.6% | $139,434-82.4% |
| Participation rate | 35.0% | 78.1%-43.1pp | 76.0%-41.0pp | 80.3%-45.3pp |
| Annual return | 31.81% | 26.32%+5.5pp | 25.84%+6.0pp | 372.94%-341.1pp |
| Employer contribution / active EE | $1,778 | $3,620-50.9% | $2,965-40.0% | $4,751-62.6% |
| Participant deferral / active EE | $2,646 | $5,548-52.3% | $4,851-45.5% | $6,710-60.6% |
| Admin fee / account holder | $472 | $11,591-95.9% | $8,252-94.3% | $11,403-95.9% |