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 | $15,532 | $97,125-84.0% | $86,233-82.0% | $137,256-88.7% |
| Participation rate | 55.6% | 74.2%-18.6pp | 69.0%-13.5pp | 80.0%-24.4pp |
| Annual return | 20.95% | 74.19%-53.2pp | 61.39%-40.4pp | 220.34%-199.4pp |
| Employer contribution / active EE | $674 | $2,841-76.3% | $2,504-73.1% | $4,156-83.8% |
| Participant deferral / active EE | $1,594 | $5,180-69.2% | $4,559-65.0% | $6,407-75.1% |
| Admin fee / account holder | $1,462 | $9,725-85.0% | $8,342-82.5% | $12,270-88.1% |