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 | $42,990 | $95,266-54.9% | $82,389-47.8% | $142,382-69.8% |
| Participation rate | 50.0% | 74.5%-24.5pp | 69.5%-19.5pp | 80.1%-30.1pp |
| Annual return | 16.36% | 25.74%-9.4pp | 28.67%-12.3pp | 217.08%-200.7pp |
| Employer contribution / active EE | $1,631 | $2,991-45.5% | $2,517-35.2% | $4,299-62.1% |
| Participant deferral / active EE | $3,578 | $4,809-25.6% | $4,155-13.9% | $6,507-45.0% |
| Admin fee / account holder | $5,038 | $8,563-41.2% | $7,231-30.3% | $12,624-60.1% |