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 | $53,122 | $81,248-34.6% | $155,509-65.8% | $80,856-34.3% |
| Participation rate | 10.8% | 66.2%-55.4pp | 78.2%-67.4pp | 67.6%-56.8pp |
| Annual return | 12.39% | 33.31%-20.9pp | 64.67%-52.3pp | 35.59%-23.2pp |
| Employer contribution / active EE | $465 | $3,100-85.0% | $4,672-90.0% | $2,755-83.1% |
| Participant deferral / active EE | $1,137 | $3,452-67.0% | $5,626-79.8% | $4,296-73.5% |
| Admin fee / account holder | $471 | $7,997-94.1% | $15,912-97.0% | $6,918-93.2% |