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 | $36,424 | $117,983-69.1% | $101,794-64.2% | $142,382-74.4% |
| Participation rate | 64.3% | 74.2%-9.9pp | 69.2%-4.9pp | 80.1%-15.8pp |
| Annual return | 20.27% | 36.92%-16.6pp | 30.53%-10.3pp | 217.08%-196.8pp |
| Employer contribution / active EE | $1,848 | $2,773-33.3% | $2,289-19.3% | $4,299-57.0% |
| Participant deferral / active EE | $2,926 | $4,714-37.9% | $4,084-28.4% | $6,507-55.0% |
| Admin fee / account holder | $1,113 | $10,433-89.3% | $8,777-87.3% | $12,624-91.2% |