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 | $50,914 | $95,803-46.9% | $113,168-55.0% | $84,808-40.0% |
| Participation rate | 26.1% | 72.9%-46.8pp | 76.6%-50.5pp | 68.3%-42.2pp |
| Annual return | 19.67% | 25.00%-5.3pp | 24.27%-4.6pp | 40.90%-21.2pp |
| Employer contribution / active EE | $865 | $2,360-63.4% | $2,975-70.9% | $2,631-67.1% |
| Participant deferral / active EE | $2,679 | $4,242-36.9% | $5,107-47.5% | $4,212-36.4% |
| Admin fee / account holder | $1,268 | $8,989-85.9% | $12,068-89.5% | $7,344-82.7% |