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 | $80,717-61.6% | $154,803-80.0% | $84,808-63.5% |
| Participation rate | 58.6% | 66.8%-8.2pp | 78.1%-19.4pp | 68.3%-9.7pp |
| Annual return | 15.90% | 37.96%-22.1pp | 58.88%-43.0pp | 40.90%-25.0pp |
| Employer contribution / active EE | $1,440 | $2,761-47.9% | $4,305-66.6% | $2,631-45.3% |
| Participant deferral / active EE | $2,973 | $3,303-10.0% | $5,540-46.3% | $4,212-29.4% |
| Admin fee / account holder | $2,065 | $6,746-69.4% | $14,329-85.6% | $7,344-71.9% |