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 | $25,645 | $80,717-68.2% | $154,803-83.4% | $84,808-69.8% |
| Participation rate | 56.4% | 66.8%-10.4pp | 78.1%-21.7pp | 68.3%-11.9pp |
| Annual return | 30.93% | 37.96%-7.0pp | 58.88%-28.0pp | 40.90%-10.0pp |
| Employer contribution / active EE | $1,613 | $2,761-41.6% | $4,305-62.5% | $2,631-38.7% |
| Participant deferral / active EE | $2,755 | $3,303-16.6% | $5,540-50.3% | $4,212-34.6% |
| Admin fee / account holder | $1,742 | $6,746-74.2% | $14,329-87.8% | $7,344-76.3% |