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 | $43,030 | $87,013-50.5% | $106,213-59.5% | $80,856-46.8% |
| Participation rate | 37.5% | 70.4%-32.9pp | 75.3%-37.8pp | 67.6%-30.1pp |
| Annual return | 11.65% | 17.05%-5.4pp | 116.14%-104.5pp | 35.59%-23.9pp |
| Employer contribution / active EE | $1,874 | $2,395-21.7% | $3,171-40.9% | $2,755-32.0% |
| Participant deferral / active EE | $2,183 | $3,986-45.2% | $5,016-56.5% | $4,296-49.2% |
| Admin fee / account holder | $4,497 | $8,431-46.7% | $11,033-59.2% | $6,918-35.0% |