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 | $54,861 | $89,753-38.9% | $107,525-49.0% | $84,808-35.3% |
| Participation rate | 30.2% | 68.1%-37.9pp | 75.1%-44.9pp | 68.3%-38.1pp |
| Annual return | 18.91% | 29.48%-10.6pp | 181.32%-162.4pp | 40.90%-22.0pp |
| Employer contribution / active EE | $1,343 | $3,113-56.9% | $3,754-64.2% | $2,631-49.0% |
| Participant deferral / active EE | $2,709 | $4,056-33.2% | $5,116-47.0% | $4,212-35.7% |
| Admin fee / account holder | $4,278 | $7,222-40.8% | $8,919-52.0% | $7,344-41.7% |