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 | $64,639 | $81,446-20.6% | $103,374-37.5% | $80,874-20.1% |
| Participation rate | 40.7% | 66.9%-26.1pp | 74.5%-33.8pp | 67.6%-26.9pp |
| Annual return | 16.44% | 25.57%-9.1pp | 24.89%-8.4pp | 35.62%-19.2pp |
| Employer contribution / active EE | $1,441 | $3,107-53.6% | $3,869-62.8% | $2,756-47.7% |
| Participant deferral / active EE | $3,763 | $3,870-2.8% | $5,058-25.6% | $4,297-12.4% |
| Admin fee / account holder | $5,268 | $6,715-21.5% | $8,394-37.2% | $6,935-24.0% |