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 | $32,888 | $60,892-46.0% | $82,389-60.1% | $84,808-61.2% |
| Participation rate | 66.7% | 63.3%+3.4pp | 69.5%-2.9pp | 68.3%-1.6pp |
| Annual return | 96.28% | 37.29%+59.0pp | 28.67%+67.6pp | 40.90%+55.4pp |
| Employer contribution / active EE | $1,554 | $1,779-12.7% | $2,517-38.3% | $2,631-40.9% |
| Participant deferral / active EE | $3,768 | $3,179+18.6% | $4,155-9.3% | $4,212-10.5% |
| Admin fee / account holder | $1,895 | $5,467-65.3% | $7,231-73.8% | $7,344-74.2% |