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 | $37,782 | $95,803-60.6% | $113,168-66.6% | $84,808-55.5% |
| Participation rate | 69.2% | 72.9%-3.6pp | 76.6%-7.3pp | 68.3%+0.9pp |
| Annual return | 17.78% | 25.00%-7.2pp | 24.27%-6.5pp | 40.90%-23.1pp |
| Employer contribution / active EE | $1,599 | $2,360-32.2% | $2,975-46.2% | $2,631-39.2% |
| Participant deferral / active EE | $4,294 | $4,242+1.2% | $5,107-15.9% | $4,212+2.0% |
| Admin fee / account holder | $1,990 | $8,989-77.9% | $12,068-83.5% | $7,344-72.9% |