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 | $58,812 | $117,983-50.2% | $101,794-42.2% | $142,382-58.7% |
| Participation rate | 23.8% | 74.2%-50.4pp | 69.2%-45.4pp | 80.1%-56.3pp |
| Annual return | 15.30% | 36.92%-21.6pp | 30.53%-15.2pp | 217.08%-201.8pp |
| Employer contribution / active EE | $531 | $2,773-80.9% | $2,289-76.8% | $4,299-87.7% |
| Participant deferral / active EE | $2,052 | $4,714-56.5% | $4,084-49.8% | $6,507-68.5% |
| Admin fee / account holder | $467 | $10,433-95.5% | $8,777-94.7% | $12,624-96.3% |