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 | $30,104 | $56,317-46.5% | $71,209-57.7% | $74,304-59.5% |
| Participation rate | 57.4% | 55.1%+2.3pp | 73.8%-16.3pp | 60.3%-2.9pp |
| Annual return | 23.31% | 42.83%-19.5pp | 282.51%-259.2pp | 29.43%-6.1pp |
| Employer contribution / active EE | $1,220 | $2,160-43.5% | $2,721-55.2% | $2,241-45.6% |
| Participant deferral / active EE | $2,260 | $2,788-18.9% | $4,175-45.9% | $3,767-40.0% |
| Admin fee / account holder | $2,193 | $2,290-4.2% | $5,349-59.0% | $2,969-26.1% |