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 | $23,215 | $93,571-75.2% | $135,903-82.9% | $75,163-69.1% |
| Participation rate | 46.9% | 75.2%-28.3pp | 81.9%-35.0pp | 67.2%-20.3pp |
| Annual return | 33.27% | 30.90%+2.4pp | 68.23%-35.0pp | 160.62%-127.3pp |
| Employer contribution / active EE | $2,733 | $3,537-22.7% | $4,856-43.7% | $2,670+2.4% |
| Participant deferral / active EE | $6,082 | $6,404-5.0% | $7,758-21.6% | $4,125+47.4% |
| Admin fee / account holder | $1,090 | $6,975-84.4% | $10,762-89.9% | $5,651-80.7% |