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 | $25,659 | $49,915-48.6% | $154,803-83.4% | $74,304-65.5% |
| Participation rate | 35.3% | 54.0%-18.6pp | 78.1%-42.7pp | 60.3%-25.0pp |
| Annual return | 22.05% | 34.06%-12.0pp | 58.88%-36.8pp | 29.43%-7.4pp |
| Employer contribution / active EE | $1,249 | $1,611-22.5% | $4,305-71.0% | $2,241-44.3% |
| Participant deferral / active EE | $2,293 | $2,255+1.7% | $5,540-58.6% | $3,767-39.1% |
| Admin fee / account holder | $13,407 | $2,189+512.5% | $14,329-6.4% | $2,969+351.6% |