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 | $38,176 | $79,944-52.2% | $98,439-61.2% | $75,163-49.2% |
| Participation rate | 38.7% | 70.4%-31.7pp | 75.2%-36.4pp | 67.2%-28.5pp |
| Annual return | 22.98% | 19.75%+3.2pp | 21.16%+1.8pp | 160.62%-137.6pp |
| Employer contribution / active EE | $1,586 | $2,264-29.9% | $3,048-48.0% | $2,670-40.6% |
| Participant deferral / active EE | $2,044 | $3,752-45.5% | $4,738-56.9% | $4,125-50.5% |
| Admin fee / account holder | $4,474 | $6,840-34.6% | $8,948-50.0% | $5,651-20.8% |