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 | $40,870 | $56,317-27.4% | $71,209-42.6% | $74,304-45.0% |
| Participation rate | 43.3% | 55.1%-11.8pp | 73.8%-30.5pp | 60.3%-17.1pp |
| Annual return | 36.25% | 42.83%-6.6pp | 282.51%-246.3pp | 29.43%+6.8pp |
| Employer contribution / active EE | $1,436 | $2,160-33.5% | $2,721-47.2% | $2,241-35.9% |
| Participant deferral / active EE | $2,724 | $2,788-2.3% | $4,175-34.8% | $3,767-27.7% |
| Admin fee / account holder | $5,804 | $2,290+153.5% | $5,349+8.5% | $2,969+95.5% |