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 | $44,694 | $60,022-25.5% | $88,946-49.8% | $84,808-47.3% |
| Participation rate | 35.9% | 57.8%-21.9pp | 68.8%-32.9pp | 68.3%-32.4pp |
| Annual return | 18.90% | 22.43%-3.5pp | 57.82%-38.9pp | 40.90%-22.0pp |
| Employer contribution / active EE | $846 | $1,703-50.3% | $2,555-66.9% | $2,631-67.8% |
| Participant deferral / active EE | $2,876 | $3,114-7.6% | $4,581-37.2% | $4,212-31.7% |
| Admin fee / account holder | $5,681 | $4,811+18.1% | $8,261-31.2% | $7,344-22.6% |