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 | $19,690 | $51,175-61.5% | $70,515-72.1% | $75,163-73.8% |
| Participation rate | 49.0% | 60.9%-11.9pp | 68.3%-19.3pp | 67.2%-18.2pp |
| Annual return | 111.52% | 30.02%+81.5pp | 32.77%+78.7pp | 160.62%-49.1pp |
| Employer contribution / active EE | $1,137 | $1,826-37.8% | $2,973-61.8% | $2,670-57.4% |
| Participant deferral / active EE | $2,086 | $2,849-26.8% | $4,567-54.3% | $4,125-49.4% |
| Admin fee / account holder | $1,615 | $4,091-60.5% | $6,412-74.8% | $5,651-71.4% |