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 | $13,545 | $80,717-83.2% | $154,803-91.3% | $84,808-84.0% |
| Participation rate | 44.1% | 66.8%-22.7pp | 78.1%-34.0pp | 68.3%-24.2pp |
| Annual return | 20.61% | 37.96%-17.3pp | 58.88%-38.3pp | 40.90%-20.3pp |
| Employer contribution / active EE | $1,530 | $2,761-44.6% | $4,305-64.5% | $2,631-41.8% |
| Participant deferral / active EE | $2,271 | $3,303-31.2% | $5,540-59.0% | $4,212-46.1% |
| Admin fee / account holder | $1,370 | $6,746-79.7% | $14,329-90.4% | $7,344-81.4% |