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 | $76,052 | $89,753-15.3% | $107,525-29.3% | $84,808-10.3% |
| Participation rate | 36.0% | 68.1%-32.1pp | 75.1%-39.1pp | 68.3%-32.4pp |
| Annual return | 17.39% | 29.48%-12.1pp | 181.32%-163.9pp | 40.90%-23.5pp |
| Employer contribution / active EE | $1,266 | $3,113-59.3% | $3,754-66.3% | $2,631-51.9% |
| Participant deferral / active EE | $2,668 | $4,056-34.2% | $5,116-47.8% | $4,212-36.6% |
| Admin fee / account holder | $2,065 | $7,222-71.4% | $8,919-76.9% | $7,344-71.9% |