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 | $44,178 | $81,248-45.6% | $155,509-71.6% | $80,856-45.4% |
| Participation rate | 67.6% | 66.2%+1.4pp | 78.2%-10.5pp | 67.6%0pp |
| Annual return | 13.19% | 33.31%-20.1pp | 64.67%-51.5pp | 35.59%-22.4pp |
| Employer contribution / active EE | $2,011 | $3,100-35.2% | $4,672-57.0% | $2,755-27.0% |
| Participant deferral / active EE | $4,851 | $3,452+40.6% | $5,626-13.8% | $4,296+12.9% |
| Admin fee / account holder | $12,868 | $7,997+60.9% | $15,912-19.1% | $6,918+86.0% |