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 | $25,546 | $81,248-68.6% | $155,509-83.6% | $80,856-68.4% |
| Participation rate | 35.3% | 66.2%-30.9pp | 78.2%-42.9pp | 67.6%-32.3pp |
| Annual return | 20.60% | 33.31%-12.7pp | 64.67%-44.1pp | 35.59%-15.0pp |
| Employer contribution / active EE | $1,287 | $3,100-58.5% | $4,672-72.4% | $2,755-53.3% |
| Participant deferral / active EE | $2,584 | $3,452-25.1% | $5,626-54.1% | $4,296-39.8% |
| Admin fee / account holder | $2,259 | $7,997-71.8% | $15,912-85.8% | $6,918-67.3% |