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 | $88,672-38.1% | $105,223-47.9% | $82,448-33.5% |
| Participation rate | 30.2% | 67.9%-37.7pp | 75.0%-44.9pp | 68.1%-37.9pp |
| Annual return | 18.91% | 30.86%-11.9pp | 180.65%-161.7pp | 41.64%-22.7pp |
| Employer contribution / active EE | $1,343 | $3,048-56.0% | $3,689-63.6% | $2,551-47.4% |
| Participant deferral / active EE | $2,709 | $4,036-32.9% | $5,072-46.6% | $4,139-34.6% |
| Admin fee / account holder | $4,278 | $7,146-40.1% | $8,859-51.7% | $7,234-40.9% |