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 | $57,590-22.4% | $86,233-48.2% | $82,448-45.8% |
| Participation rate | 35.9% | 57.9%-21.9pp | 69.0%-33.1pp | 68.1%-32.1pp |
| Annual return | 18.90% | 22.41%-3.5pp | 61.39%-42.5pp | 41.64%-22.7pp |
| Employer contribution / active EE | $846 | $1,655-48.9% | $2,504-66.2% | $2,551-66.8% |
| Participant deferral / active EE | $2,876 | $3,080-6.6% | $4,559-36.9% | $4,139-30.5% |
| Admin fee / account holder | $5,681 | $4,730+20.1% | $8,342-31.9% | $7,234-21.5% |