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 | $32,066 | $60,022-46.6% | $88,946-63.9% | $84,808-62.2% |
| Participation rate | 59.3% | 57.8%+1.4pp | 68.8%-9.6pp | 68.3%-9.1pp |
| Annual return | 31.04% | 22.43%+8.6pp | 57.82%-26.8pp | 40.90%-9.9pp |
| Employer contribution / active EE | $1,706 | $1,703+0.2% | $2,555-33.2% | $2,631-35.1% |
| Participant deferral / active EE | $4,830 | $3,114+55.1% | $4,581+5.4% | $4,212+14.7% |
| Admin fee / account holder | $2,097 | $4,811-56.4% | $8,261-74.6% | $7,344-71.4% |