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 | $53,915 | $146,267-63.1% | $197,124-72.6% | $82,448-34.6% |
| Participation rate | 54.8% | 84.0%-29.2pp | 86.7%-31.9pp | 68.1%-13.2pp |
| Annual return | 19.25% | 29.61%-10.4pp | 44.34%-25.1pp | 41.64%-22.4pp |
| Employer contribution / active EE | $3,411 | $4,723-27.8% | $6,227-45.2% | $2,551+33.7% |
| Participant deferral / active EE | $6,668 | $7,035-5.2% | $9,135-27.0% | $4,139+61.1% |
| Admin fee / account holder | $2,090 | $14,422-85.5% | $16,298-87.2% | $7,234-71.1% |