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 | $41,463 | $67,894-38.9% | $89,340-53.6% | $82,448-49.7% |
| Participation rate | 29.0% | 64.0%-35.1pp | 69.6%-40.6pp | 68.1%-39.1pp |
| Annual return | 20.59% | 19.21%+1.4pp | 20.57%0pp | 41.64%-21.0pp |
| Employer contribution / active EE | $847 | $1,828-53.6% | $2,231-62.0% | $2,551-66.8% |
| Participant deferral / active EE | $2,214 | $3,072-27.9% | $3,823-42.1% | $4,139-46.5% |
| Admin fee / account holder | $4,606 | $5,723-19.5% | $6,704-31.3% | $7,234-36.3% |