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 | $87,166-50.7% | $76,735-44.0% | $137,256-68.7% |
| Participation rate | 50.0% | 74.4%-24.4pp | 69.5%-19.5pp | 80.0%-30.0pp |
| Annual return | 16.36% | 26.50%-10.1pp | 29.77%-13.4pp | 220.34%-204.0pp |
| Employer contribution / active EE | $1,631 | $2,904-43.8% | $2,454-33.5% | $4,156-60.8% |
| Participant deferral / active EE | $3,578 | $4,726-24.3% | $4,088-12.5% | $6,407-44.1% |
| Admin fee / account holder | $5,038 | $8,403-40.1% | $7,189-29.9% | $12,270-58.9% |