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 | $28,659 | $81,233-64.7% | $155,567-81.6% | $80,874-64.6% |
| Participation rate | 39.3% | 66.2%-26.9pp | 78.2%-38.9pp | 67.6%-28.4pp |
| Annual return | 11.78% | 33.33%-21.5pp | 64.74%-53.0pp | 35.62%-23.8pp |
| Employer contribution / active EE | $1,811 | $3,101-41.6% | $4,674-61.3% | $2,756-34.3% |
| Participant deferral / active EE | $2,766 | $3,452-19.9% | $5,628-50.9% | $4,297-35.6% |
| Admin fee / account holder | $9,390 | $7,998+17.4% | $15,916-41.0% | $6,935+35.4% |