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 | $31,266 | $109,881-71.5% | $150,045-79.2% | $84,808-63.1% |
| Participation rate | 66.7% | 76.1%-9.4pp | 82.3%-15.7pp | 68.3%-1.6pp |
| Annual return | 87.41% | 28.25%+59.2pp | 62.55%+24.9pp | 40.90%+46.5pp |
| Employer contribution / active EE | $1,395 | $3,561-60.8% | $4,693-70.3% | $2,631-47.0% |
| Participant deferral / active EE | $3,019 | $6,636-54.5% | $7,997-62.2% | $4,212-28.3% |
| Admin fee / account holder | $1,636 | $8,568-80.9% | $13,435-87.8% | $7,344-77.7% |