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 | $67,385 | $106,584-36.8% | $101,326-33.5% | $142,382-52.7% |
| Participation rate | 38.5% | 82.7%-44.2pp | 81.5%-43.0pp | 80.1%-41.7pp |
| Annual return | 14.52% | 36.93%-22.4pp | 36.82%-22.3pp | 217.08%-202.6pp |
| Employer contribution / active EE | $1,384 | $3,956-65.0% | $3,665-62.2% | $4,299-67.8% |
| Participant deferral / active EE | $4,098 | $8,297-50.6% | $7,994-48.7% | $6,507-37.0% |
| Admin fee / account holder | $2,344 | $11,446-79.5% | $11,185-79.0% | $12,624-81.4% |