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 | $49,328 | $74,927-34.2% | $101,794-51.5% | $84,808-41.8% |
| Participation rate | 59.6% | 61.4%-1.8pp | 69.2%-9.6pp | 68.3%-8.7pp |
| Annual return | 24.35% | 18.70%+5.7pp | 30.53%-6.2pp | 40.90%-16.5pp |
| Employer contribution / active EE | $2,231 | $1,522+46.6% | $2,289-2.5% | $2,631-15.2% |
| Participant deferral / active EE | $4,070 | $3,099+31.3% | $4,084-0.3% | $4,212-3.4% |
| Admin fee / account holder | $2,356 | $6,514-63.8% | $8,777-73.2% | $7,344-67.9% |