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 | $50,213 | $89,753-44.1% | $107,525-53.3% | $84,808-40.8% |
| Participation rate | 55.6% | 68.1%-12.5pp | 75.1%-19.5pp | 68.3%-12.8pp |
| Annual return | 17.69% | 29.48%-11.8pp | 181.32%-163.6pp | 40.90%-23.2pp |
| Employer contribution / active EE | $1,859 | $3,113-40.3% | $3,754-50.5% | $2,631-29.3% |
| Participant deferral / active EE | $4,030 | $4,056-0.6% | $5,116-21.2% | $4,212-4.3% |
| Admin fee / account holder | $1,789 | $7,222-75.2% | $8,919-79.9% | $7,344-75.6% |