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 | $64,662 | $74,927-13.7% | $101,794-36.5% | $84,808-23.8% |
| Participation rate | 55.9% | 61.4%-5.5pp | 69.2%-13.3pp | 68.3%-12.4pp |
| Annual return | 15.27% | 18.70%-3.4pp | 30.53%-15.3pp | 40.90%-25.6pp |
| Employer contribution / active EE | $1,201 | $1,522-21.1% | $2,289-47.5% | $2,631-54.3% |
| Participant deferral / active EE | $4,621 | $3,099+49.1% | $4,084+13.2% | $4,212+9.7% |
| Admin fee / account holder | $2,214 | $6,514-66.0% | $8,777-74.8% | $7,344-69.9% |