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 | $59,433 | $111,535-46.7% | $105,223-43.5% | $137,256-56.7% |
| Participation rate | 33.3% | 78.1%-44.8pp | 75.0%-41.7pp | 80.0%-46.6pp |
| Annual return | 16.61% | 237.85%-221.2pp | 180.65%-164.0pp | 220.34%-203.7pp |
| Employer contribution / active EE | $1,073 | $3,939-72.8% | $3,689-70.9% | $4,156-74.2% |
| Participant deferral / active EE | $1,952 | $5,500-64.5% | $5,072-61.5% | $6,407-69.5% |
| Admin fee / account holder | $7,161 | $9,721-26.3% | $8,859-19.2% | $12,270-41.6% |