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 | $45,899 | $64,480-28.8% | $81,382-43.6% | $80,856-43.2% |
| Participation rate | 54.8% | 63.9%-9.0pp | 69.5%-14.6pp | 67.6%-12.8pp |
| Annual return | 10.47% | 16.34%-5.9pp | 24.73%-14.3pp | 35.59%-25.1pp |
| Employer contribution / active EE | $598 | $1,978-69.8% | $2,463-75.7% | $2,755-78.3% |
| Participant deferral / active EE | $2,296 | $3,094-25.8% | $3,883-40.9% | $4,296-46.5% |
| Admin fee / account holder | $640 | $5,671-88.7% | $5,768-88.9% | $6,918-90.7% |