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 | $47,194 | $57,590-18.1% | $86,233-45.3% | $82,448-42.8% |
| Participation rate | 30.5% | 57.9%-27.4pp | 69.0%-38.5pp | 68.1%-37.6pp |
| Annual return | 14.14% | 22.41%-8.3pp | 61.39%-47.3pp | 41.64%-27.5pp |
| Employer contribution / active EE | $1,072 | $1,655-35.2% | $2,504-57.2% | $2,551-58.0% |
| Participant deferral / active EE | $2,653 | $3,080-13.9% | $4,559-41.8% | $4,139-35.9% |
| Admin fee / account holder | $1,396 | $4,730-70.5% | $8,342-83.3% | $7,234-80.7% |