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 | $47,044 | $89,753-47.6% | $107,525-56.2% | $84,808-44.5% |
| Participation rate | 51.5% | 68.1%-16.5pp | 75.1%-23.6pp | 68.3%-16.8pp |
| Annual return | 19.06% | 29.48%-10.4pp | 181.32%-162.3pp | 40.90%-21.8pp |
| Employer contribution / active EE | $1,767 | $3,113-43.2% | $3,754-52.9% | $2,631-32.8% |
| Participant deferral / active EE | $4,503 | $4,056+11.0% | $5,116-12.0% | $4,212+6.9% |
| Admin fee / account holder | $5,318 | $7,222-26.4% | $8,919-40.4% | $7,344-27.6% |