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 | $60,022-21.4% | $88,946-46.9% | $84,808-44.4% |
| Participation rate | 30.5% | 57.8%-27.4pp | 68.8%-38.4pp | 68.3%-37.8pp |
| Annual return | 14.14% | 22.43%-8.3pp | 57.82%-43.7pp | 40.90%-26.8pp |
| Employer contribution / active EE | $1,072 | $1,703-37.0% | $2,555-58.0% | $2,631-59.2% |
| Participant deferral / active EE | $2,653 | $3,114-14.8% | $4,581-42.1% | $4,212-37.0% |
| Admin fee / account holder | $1,396 | $4,811-71.0% | $8,261-83.1% | $7,344-81.0% |