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 | $30,162 | $109,881-72.6% | $150,045-79.9% | $84,808-64.4% |
| Participation rate | 47.2% | 76.1%-28.9pp | 82.3%-35.1pp | 68.3%-21.1pp |
| Annual return | 23.74% | 28.25%-4.5pp | 62.55%-38.8pp | 40.90%-17.2pp |
| Employer contribution / active EE | $2,796 | $3,561-21.5% | $4,693-40.4% | $2,631+6.3% |
| Participant deferral / active EE | $4,844 | $6,636-27.0% | $7,997-39.4% | $4,212+15.0% |
| Admin fee / account holder | $4,052 | $8,568-52.7% | $13,435-69.8% | $7,344-44.8% |