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 | $41,714 | $163,101-74.4% | $136,749-69.5% | $142,382-70.7% |
| Participation rate | 52.2% | 78.2%-26.0pp | 72.1%-20.0pp | 80.1%-27.9pp |
| Annual return | 9.65% | 27.54%-17.9pp | 24.33%-14.7pp | 217.08%-207.4pp |
| Employer contribution / active EE | $956 | $4,117-76.8% | $3,400-71.9% | $4,299-77.8% |
| Participant deferral / active EE | $2,426 | $5,585-56.6% | $4,692-48.3% | $6,507-62.7% |
| Admin fee / account holder | $46,877 | $14,318+227.4% | $11,386+311.7% | $12,624+271.3% |