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 | $49,429 | $73,933-33.1% | $96,683-48.9% | $75,163-34.2% |
| Participation rate | 55.8% | 66.4%-10.6pp | 74.3%-18.5pp | 67.2%-11.4pp |
| Annual return | 15.73% | 26.70%-11.0pp | 35.69%-20.0pp | 160.62%-144.9pp |
| Employer contribution / active EE | $1,535 | $2,928-47.6% | $3,737-58.9% | $2,670-42.5% |
| Participant deferral / active EE | $3,305 | $3,659-9.7% | $4,878-32.3% | $4,125-19.9% |
| Admin fee / account holder | $1,270 | $5,216-75.7% | $6,730-81.1% | $5,651-77.5% |