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 | $39,169 | $51,175-23.5% | $70,515-44.5% | $75,163-47.9% |
| Participation rate | 46.8% | 60.9%-14.2pp | 68.3%-21.6pp | 67.2%-20.4pp |
| Annual return | 31.68% | 30.02%+1.7pp | 32.77%-1.1pp | 160.62%-128.9pp |
| Employer contribution / active EE | $1,747 | $1,826-4.3% | $2,973-41.2% | $2,670-34.6% |
| Participant deferral / active EE | $3,587 | $2,849+25.9% | $4,567-21.5% | $4,125-13.1% |
| Admin fee / account holder | $571 | $4,091-86.0% | $6,412-91.1% | $5,651-89.9% |