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 | $18,758 | $57,016-67.1% | $84,966-77.9% | $80,856-76.8% |
| Participation rate | 43.4% | 56.3%-13.0pp | 67.5%-24.1pp | 67.6%-24.2pp |
| Annual return | 14.76% | 21.66%-6.9pp | 66.38%-51.6pp | 35.59%-20.8pp |
| Employer contribution / active EE | $1,363 | $1,798-24.2% | $2,727-50.0% | $2,755-50.5% |
| Participant deferral / active EE | $2,076 | $3,110-33.2% | $4,519-54.1% | $4,296-51.7% |
| Admin fee / account holder | $828 | $4,980-83.4% | $6,149-86.5% | $6,918-88.0% |