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 | $95,266-49.4% | $82,389-41.5% | $142,382-66.1% |
| Participation rate | 31.3% | 74.5%-43.2pp | 69.5%-38.3pp | 80.1%-48.9pp |
| Annual return | 17.51% | 25.74%-8.2pp | 28.67%-11.2pp | 217.08%-199.6pp |
| Employer contribution / active EE | $870 | $2,991-70.9% | $2,517-65.4% | $4,299-79.8% |
| Participant deferral / active EE | $1,976 | $4,809-58.9% | $4,155-52.4% | $6,507-69.6% |
| Admin fee / account holder | $934 | $8,563-89.1% | $7,231-87.1% | $12,624-92.6% |