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 | $39,859 | $86,929-54.1% | $102,423-61.1% | $80,856-50.7% |
| Participation rate | 52.8% | 72.4%-19.6pp | 76.5%-23.7pp | 67.6%-14.9pp |
| Annual return | 20.07% | 18.88%+1.2pp | 29.32%-9.3pp | 35.59%-15.5pp |
| Employer contribution / active EE | $2,258 | $2,369-4.7% | $3,023-25.3% | $2,755-18.0% |
| Participant deferral / active EE | $5,082 | $4,118+23.4% | $5,053+0.6% | $4,296+18.3% |
| Admin fee / account holder | $7,384 | $8,049-8.3% | $9,451-21.9% | $6,918+6.7% |