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 | $36,831 | $77,899-52.7% | $149,673-75.4% | $75,163-51.0% |
| Participation rate | 12.2% | 65.6%-53.4pp | 78.8%-66.6pp | 67.2%-55.0pp |
| Annual return | 23.98% | 31.72%-7.7pp | 134.42%-110.4pp | 160.62%-136.6pp |
| Employer contribution / active EE | $1,060 | $3,137-66.2% | $4,818-78.0% | $2,670-60.3% |
| Participant deferral / active EE | $1,141 | $3,411-66.6% | $5,680-79.9% | $4,125-72.4% |
| Admin fee / account holder | $3,036 | $5,956-49.0% | $13,210-77.0% | $5,651-46.3% |