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 | $33,026 | $101,724-67.5% | $164,813-80.0% | $80,856-59.2% |
| Participation rate | 55.9% | 71.8%-15.9pp | 78.6%-22.7pp | 67.6%-11.8pp |
| Annual return | 11.48% | 16.72%-5.2pp | 69.93%-58.5pp | 35.59%-24.1pp |
| Employer contribution / active EE | $2,505 | $2,953-15.2% | $4,341-42.3% | $2,755-9.1% |
| Participant deferral / active EE | $4,977 | $4,477+11.2% | $6,031-17.5% | $4,296+15.9% |
| Admin fee / account holder | $3,072 | $8,227-62.7% | $12,690-75.8% | $6,918-55.6% |