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 | $31,150 | $65,246-52.3% | $98,716-68.4% | $67,986-54.2% |
| Participation rate | 61.5% | 51.4%+10.1pp | 69.3%-7.8pp | 57.2%+4.3pp |
| Annual return | 20.48% | 20.58%-0.1pp | 31.81%-11.3pp | 31.67%-11.2pp |
| Employer contribution / active EE | $1,788 | $1,042+71.6% | $2,279-21.5% | $2,019-11.4% |
| Participant deferral / active EE | $3,281 | $2,594+26.5% | $4,048-18.9% | $3,358-2.3% |
| Admin fee / account holder | $4,657 | $4,561+2.1% | $8,703-46.5% | $3,203+45.4% |