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 | $56,837 | $74,927-24.1% | $101,794-44.2% | $84,808-33.0% |
| Participation rate | 30.6% | 61.4%-30.8pp | 69.2%-38.6pp | 68.3%-37.7pp |
| Annual return | 19.10% | 18.70%+0.4pp | 30.53%-11.4pp | 40.90%-21.8pp |
| Employer contribution / active EE | $771 | $1,522-49.3% | $2,289-66.3% | $2,631-70.7% |
| Participant deferral / active EE | $1,765 | $3,099-43.1% | $4,084-56.8% | $4,212-58.1% |
| Admin fee / account holder | $879 | $6,514-86.5% | $8,777-90.0% | $7,344-88.0% |