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 | $45,217 | $127,065-64.4% | $113,168-60.0% | $142,382-68.2% |
| Participation rate | 58.3% | 79.2%-20.9pp | 76.6%-18.2pp | 80.1%-21.8pp |
| Annual return | 17.81% | 24.03%-6.2pp | 24.27%-6.5pp | 217.08%-199.3pp |
| Employer contribution / active EE | $1,163 | $3,442-66.2% | $2,975-60.9% | $4,299-73.0% |
| Participant deferral / active EE | $2,876 | $5,716-49.7% | $5,107-43.7% | $6,507-55.8% |
| Admin fee / account holder | $5,202 | $15,736-66.9% | $12,068-56.9% | $12,624-58.8% |