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 | $48,232 | $87,166-44.7% | $76,735-37.1% | $137,256-64.9% |
| Participation rate | 31.3% | 74.4%-43.1pp | 69.5%-38.2pp | 80.0%-48.7pp |
| Annual return | 17.51% | 26.50%-9.0pp | 29.77%-12.3pp | 220.34%-202.8pp |
| Employer contribution / active EE | $870 | $2,904-70.0% | $2,454-64.5% | $4,156-79.1% |
| Participant deferral / active EE | $1,976 | $4,726-58.2% | $4,088-51.7% | $6,407-69.2% |
| Admin fee / account holder | $934 | $8,403-88.9% | $7,189-87.0% | $12,270-92.4% |