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 | $57,173 | $84,556-32.4% | $116,228-50.8% | $74,304-23.1% |
| Participation rate | 36.4% | 66.0%-29.6pp | 74.6%-38.1pp | 60.3%-23.9pp |
| Annual return | 26.69% | 18.35%+8.3pp | 90.06%-63.4pp | 29.43%-2.7pp |
| Employer contribution / active EE | $1,785 | $2,168-17.6% | $2,994-40.4% | $2,241-20.3% |
| Participant deferral / active EE | $2,896 | $3,814-24.1% | $4,953-41.5% | $3,767-23.1% |
| Admin fee / account holder | $973 | $3,792-74.3% | $11,989-91.9% | $2,969-67.2% |