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 | $29,832 | $74,927-60.2% | $101,794-70.7% | $84,808-64.8% |
| Participation rate | 64.1% | 61.4%+2.7pp | 69.2%-5.1pp | 68.3%-4.2pp |
| Annual return | 20.98% | 18.70%+2.3pp | 30.53%-9.5pp | 40.90%-19.9pp |
| Employer contribution / active EE | $2,657 | $1,522+74.6% | $2,289+16.1% | $2,631+1.0% |
| Participant deferral / active EE | $4,325 | $3,099+39.5% | $4,084+5.9% | $4,212+2.7% |
| Admin fee / account holder | $2,879 | $6,514-55.8% | $8,777-67.2% | $7,344-60.8% |