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 | $26,419 | $81,460-67.6% | $103,333-74.4% | $80,856-67.3% |
| Participation rate | 55.6% | 66.8%-11.3pp | 74.5%-19.0pp | 67.6%-12.1pp |
| Annual return | 11.73% | 25.55%-13.8pp | 24.88%-13.1pp | 35.59%-23.9pp |
| Employer contribution / active EE | $1,530 | $3,105-50.7% | $3,868-60.5% | $2,755-44.5% |
| Participant deferral / active EE | $2,723 | $3,869-29.6% | $5,057-46.2% | $4,296-36.6% |
| Admin fee / account holder | $757 | $6,566-88.5% | $8,355-90.9% | $6,918-89.1% |