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 | $54,025 | $49,915+8.2% | $154,803-65.1% | $74,304-27.3% |
| Participation rate | 15.5% | 54.0%-38.4pp | 78.1%-62.6pp | 60.3%-44.8pp |
| Annual return | 17.25% | 34.06%-16.8pp | 58.88%-41.6pp | 29.43%-12.2pp |
| Employer contribution / active EE | $664 | $1,611-58.8% | $4,305-84.6% | $2,241-70.4% |
| Participant deferral / active EE | $1,377 | $2,255-38.9% | $5,540-75.1% | $3,767-63.5% |
| Admin fee / account holder | $1,155 | $2,189-47.2% | $14,329-91.9% | $2,969-61.1% |