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 | $30,413 | $66,098-54.0% | $101,794-70.1% | $74,304-59.1% |
| Participation rate | 29.9% | 53.8%-23.8pp | 69.2%-39.2pp | 60.3%-30.4pp |
| Annual return | 22.34% | 19.59%+2.8pp | 30.53%-8.2pp | 29.43%-7.1pp |
| Employer contribution / active EE | $1,112 | $1,082+2.8% | $2,289-51.4% | $2,241-50.4% |
| Participant deferral / active EE | $2,283 | $2,781-17.9% | $4,084-44.1% | $3,767-39.4% |
| Admin fee / account holder | $3,140 | $4,146-24.3% | $8,777-64.2% | $2,969+5.8% |