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 | $41,092 | $95,803-57.1% | $113,168-63.7% | $84,808-51.5% |
| Participation rate | 42.9% | 72.9%-30.0pp | 76.6%-33.7pp | 68.3%-25.5pp |
| Annual return | 17.61% | 25.00%-7.4pp | 24.27%-6.7pp | 40.90%-23.3pp |
| Employer contribution / active EE | $1,086 | $2,360-54.0% | $2,975-63.5% | $2,631-58.7% |
| Participant deferral / active EE | $2,045 | $4,242-51.8% | $5,107-60.0% | $4,212-51.4% |
| Admin fee / account holder | $1,145 | $8,989-87.3% | $12,068-90.5% | $7,344-84.4% |