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 | $30,986 | $76,407-59.4% | $150,298-79.4% | $82,448-62.4% |
| Participation rate | 58.6% | 66.4%-7.8pp | 77.8%-19.1pp | 68.1%-9.4pp |
| Annual return | 15.90% | 39.99%-24.1pp | 62.79%-46.9pp | 41.64%-25.7pp |
| Employer contribution / active EE | $1,440 | $2,614-44.9% | $4,154-65.3% | $2,551-43.6% |
| Participant deferral / active EE | $2,973 | $3,214-7.5% | $5,453-45.5% | $4,139-28.2% |
| Admin fee / account holder | $2,065 | $6,352-67.5% | $14,116-85.4% | $7,234-71.5% |