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 | $45,122 | $55,706-19.0% | $75,886-40.5% | $72,985-38.2% |
| Participation rate | 37.5% | 61.1%-23.6pp | 69.3%-31.8pp | 69.5%-32.0pp |
| Annual return | 23.89% | 27.59%-3.7pp | 30.76%-6.9pp | 81.00%-57.1pp |
| Employer contribution / active EE | $570 | $1,687-66.2% | $2,500-77.2% | $2,440-76.6% |
| Participant deferral / active EE | $1,674 | $2,634-36.4% | $3,603-53.5% | $3,607-53.6% |
| Admin fee / account holder | $879 | $3,978-77.9% | $5,418-83.8% | $5,124-82.9% |