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 | $48,312 | $81,248-40.5% | $155,509-68.9% | $80,856-40.2% |
| Participation rate | 60.2% | 66.2%-6.0pp | 78.2%-18.0pp | 67.6%-7.4pp |
| Annual return | 14.09% | 33.31%-19.2pp | 64.67%-50.6pp | 35.59%-21.5pp |
| Employer contribution / active EE | $2,210 | $3,100-28.7% | $4,672-52.7% | $2,755-19.8% |
| Participant deferral / active EE | $4,513 | $3,452+30.8% | $5,626-19.8% | $4,296+5.1% |
| Admin fee / account holder | $5,284 | $7,997-33.9% | $15,912-66.8% | $6,918-23.6% |