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 | $57,025 | $80,717-29.4% | $154,803-63.2% | $84,808-32.8% |
| Participation rate | 61.3% | 66.8%-5.5pp | 78.1%-16.8pp | 68.3%-7.0pp |
| Annual return | 17.82% | 37.96%-20.1pp | 58.88%-41.1pp | 40.90%-23.1pp |
| Employer contribution / active EE | $2,247 | $2,761-18.6% | $4,305-47.8% | $2,631-14.6% |
| Participant deferral / active EE | $5,177 | $3,303+56.7% | $5,540-6.6% | $4,212+22.9% |
| Admin fee / account holder | $6,552 | $6,746-2.9% | $14,329-54.3% | $7,344-10.8% |