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 | $44,883 | $88,581-49.3% | $145,661-69.2% | $74,304-39.6% |
| Participation rate | 37.3% | 64.9%-27.6pp | 77.2%-39.9pp | 60.3%-23.0pp |
| Annual return | 17.99% | 34.30%-16.3pp | 101.46%-83.5pp | 29.43%-11.4pp |
| Employer contribution / active EE | $1,457 | $2,612-44.2% | $4,238-65.6% | $2,241-35.0% |
| Participant deferral / active EE | $2,758 | $4,151-33.6% | $7,198-61.7% | $3,767-26.8% |
| Admin fee / account holder | $1,828 | $2,953-38.1% | $12,466-85.3% | $2,969-38.4% |