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 | $43,292 | $78,485-44.8% | $106,213-59.2% | $74,495-41.9% |
| Participation rate | 35.5% | 72.8%-37.4pp | 75.3%-39.8pp | 67.2%-31.7pp |
| Annual return | 19.48% | 15.95%+3.5pp | 116.14%-96.7pp | 1364.94%-1345.5pp |
| Employer contribution / active EE | $1,665 | $2,523-34.0% | $3,171-47.5% | $2,623-36.5% |
| Participant deferral / active EE | $2,638 | $4,322-39.0% | $5,016-47.4% | $4,346-39.3% |
| Admin fee / account holder | $698 | $2,232-68.7% | $11,033-93.7% | $1,942-64.1% |