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 | $58,614 | $72,177-18.8% | $115,037-49.0% | $59,632-1.7% |
| Participation rate | 40.0% | 72.6%-32.6pp | 81.4%-41.4pp | 68.7%-28.7pp |
| Annual return | 1.14% | 12.02%-10.9pp | 26.14%-25.0pp | 2041.28%-2040.1pp |
| Employer contribution / active EE | $1,065 | $2,841-62.5% | $4,608-76.9% | $2,203-51.7% |
| Participant deferral / active EE | $2,983 | $4,783-37.6% | $6,026-50.5% | $3,192-6.5% |
| Admin fee / account holder | $1,925 | $4,927-60.9% | $8,175-76.4% | $4,297-55.2% |