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 | $55,063 | $77,314-28.8% | $177,989-69.1% | $80,856-31.9% |
| Participation rate | 46.8% | 65.7%-18.9pp | 77.1%-30.2pp | 67.6%-20.8pp |
| Annual return | 15.20% | 18.09%-2.9pp | 294.48%-279.3pp | 35.59%-20.4pp |
| Employer contribution / active EE | $2,253 | $2,292-1.7% | $3,949-42.9% | $2,755-18.2% |
| Participant deferral / active EE | $3,745 | $4,411-15.1% | $6,276-40.3% | $4,296-12.8% |
| Admin fee / account holder | $1,165 | $7,191-83.8% | $10,363-88.8% | $6,918-83.2% |