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 | $77,826 | $80,717-3.6% | $154,803-49.7% | $84,808-8.2% |
| Participation rate | 40.7% | 66.8%-26.1pp | 78.1%-37.3pp | 68.3%-27.6pp |
| Annual return | 14.47% | 37.96%-23.5pp | 58.88%-44.4pp | 40.90%-26.4pp |
| Employer contribution / active EE | $1,290 | $2,761-53.3% | $4,305-70.0% | $2,631-51.0% |
| Participant deferral / active EE | $2,505 | $3,303-24.2% | $5,540-54.8% | $4,212-40.5% |
| Admin fee / account holder | $1,146 | $6,746-83.0% | $14,329-92.0% | $7,344-84.4% |