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 | $31,675 | $172,111-81.6% | $150,298-78.9% | $137,256-76.9% |
| Participation rate | 66.7% | 81.7%-15.0pp | 77.8%-11.1pp | 80.0%-13.3pp |
| Annual return | 15.81% | 69.37%-53.6pp | 62.79%-47.0pp | 220.34%-204.5pp |
| Employer contribution / active EE | $2,747 | $4,636-40.8% | $4,154-33.9% | $4,156-33.9% |
| Participant deferral / active EE | $2,274 | $6,166-63.1% | $5,453-58.3% | $6,407-64.5% |
| Admin fee / account holder | $2,551 | $16,471-84.5% | $14,116-81.9% | $12,270-79.2% |