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 | $48,211 | $93,571-48.5% | $135,903-64.5% | $75,163-35.9% |
| Participation rate | 61.2% | 75.2%-14.0pp | 81.9%-20.7pp | 67.2%-6.0pp |
| Annual return | 21.69% | 30.90%-9.2pp | 68.23%-46.5pp | 160.62%-138.9pp |
| Employer contribution / active EE | $2,656 | $3,537-24.9% | $4,856-45.3% | $2,670-0.5% |
| Participant deferral / active EE | $10,394 | $6,404+62.3% | $7,758+34.0% | $4,125+152.0% |
| Admin fee / account holder | $10,526 | $6,975+50.9% | $10,762-2.2% | $5,651+86.3% |