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 | $25,747 | $64,480-60.1% | $81,382-68.4% | $80,856-68.2% |
| Participation rate | 29.0% | 63.9%-34.8pp | 69.5%-40.5pp | 67.6%-38.6pp |
| Annual return | 14.22% | 16.34%-2.1pp | 24.73%-10.5pp | 35.59%-21.4pp |
| Employer contribution / active EE | $729 | $1,978-63.1% | $2,463-70.4% | $2,755-73.5% |
| Participant deferral / active EE | $1,398 | $3,094-54.8% | $3,883-64.0% | $4,296-67.5% |
| Admin fee / account holder | $1,412 | $5,671-75.1% | $5,768-75.5% | $6,918-79.6% |