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 | $31,357 | $71,050-55.9% | $93,606-66.5% | $80,856-61.2% |
| Participation rate | 65.7% | 60.4%+5.3pp | 68.7%-3.0pp | 67.6%-2.0pp |
| Annual return | 16.17% | 11.26%+4.9pp | 133.20%-117.0pp | 35.59%-19.4pp |
| Employer contribution / active EE | $1,306 | $1,564-16.5% | $2,420-46.0% | $2,755-52.6% |
| Participant deferral / active EE | $1,776 | $4,034-56.0% | $4,411-59.7% | $4,296-58.7% |
| Admin fee / account holder | $2,368 | $6,945-65.9% | $8,285-71.4% | $6,918-65.8% |