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 3-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 | $66,689 | $87,013-23.4% | $106,213-37.2% | $80,856-17.5% |
| Participation rate | 63.0% | 70.4%-7.5pp | 75.3%-12.3pp | 67.6%-4.7pp |
| Annual return | 15.02% | 17.05%-2.0pp | 116.14%-101.1pp | 35.59%-20.6pp |
| Employer contribution / active EE | $2,433 | $2,395+1.6% | $3,171-23.3% | $2,755-11.7% |
| Participant deferral / active EE | $5,330 | $3,986+33.7% | $5,016+6.3% | $4,296+24.1% |
| Admin fee / account holder | $14,104 | $8,431+67.3% | $11,033+27.8% | $6,918+103.9% |