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 | $68,185 | $109,413-37.7% | $156,263-56.4% | $84,808-19.6% |
| Participation rate | 44.1% | 72.7%-28.6pp | 78.9%-34.8pp | 68.3%-24.2pp |
| Annual return | 20.44% | 20.18%+0.3pp | 59.47%-39.0pp | 40.90%-20.5pp |
| Employer contribution / active EE | $2,670 | $2,907-8.2% | $4,333-38.4% | $2,631+1.5% |
| Participant deferral / active EE | $5,367 | $4,590+16.9% | $6,158-12.9% | $4,212+27.4% |
| Admin fee / account holder | $7,058 | $9,357-24.6% | $14,255-50.5% | $7,344-3.9% |