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 | $28,225 | $85,022-66.8% | $70,515-60.0% | $139,434-79.8% |
| Participation rate | 33.3% | 73.9%-40.6pp | 68.3%-35.0pp | 80.3%-47.0pp |
| Annual return | 21.65% | 30.38%-8.7pp | 32.77%-11.1pp | 372.94%-351.3pp |
| Employer contribution / active EE | $1,442 | $3,909-63.1% | $2,973-51.5% | $4,751-69.6% |
| Participant deferral / active EE | $3,620 | $5,890-38.5% | $4,567-20.7% | $6,710-46.1% |
| Admin fee / account holder | $1,708 | $8,906-80.8% | $6,412-73.4% | $11,403-85.0% |