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 | $66,098-52.9% | $101,794-69.4% | $74,304-58.1% |
| Participation rate | 61.5% | 53.8%+7.8pp | 69.2%-7.6pp | 60.3%+1.2pp |
| Annual return | 20.48% | 19.59%+0.9pp | 30.53%-10.0pp | 29.43%-9.0pp |
| Employer contribution / active EE | $1,788 | $1,082+65.3% | $2,289-21.9% | $2,241-20.2% |
| Participant deferral / active EE | $3,281 | $2,781+18.0% | $4,084-19.7% | $3,767-12.9% |
| Admin fee / account holder | $4,657 | $4,146+12.3% | $8,777-46.9% | $2,969+56.9% |