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 | $26,635 | $51,638-48.4% | $68,368-61.0% | $82,448-67.7% |
| Participation rate | 52.0% | 63.6%-11.6pp | 73.8%-21.8pp | 68.1%-16.1pp |
| Annual return | 17.69% | 37.53%-19.8pp | 292.57%-274.9pp | 41.64%-23.9pp |
| Employer contribution / active EE | $1,768 | $2,047-13.6% | $2,649-33.3% | $2,551-30.7% |
| Participant deferral / active EE | $4,709 | $2,914+61.6% | $4,123+14.2% | $4,139+13.8% |
| Admin fee / account holder | $1,362 | $4,643-70.7% | $5,150-73.6% | $7,234-81.2% |