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 | $42,258 | $95,266-55.6% | $82,389-48.7% | $142,382-70.3% |
| Participation rate | 68.8% | 74.5%-5.7pp | 69.5%-0.8pp | 80.1%-11.4pp |
| Annual return | 17.55% | 25.74%-8.2pp | 28.67%-11.1pp | 217.08%-199.5pp |
| Employer contribution / active EE | $1,771 | $2,991-40.8% | $2,517-29.6% | $4,299-58.8% |
| Participant deferral / active EE | $4,720 | $4,809-1.9% | $4,155+13.6% | $6,507-27.5% |
| Admin fee / account holder | $674 | $8,563-92.1% | $7,231-90.7% | $12,624-94.7% |