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 | $60,188 | $107,452-44.0% | $91,541-34.2% | $142,382-57.7% |
| Participation rate | 27.8% | 75.1%-47.3pp | 69.8%-42.0pp | 80.1%-52.3pp |
| Annual return | 22.12% | 22.06%+0.1pp | 20.50%+1.6pp | 217.08%-195.0pp |
| Employer contribution / active EE | $420 | $2,994-86.0% | $2,505-83.2% | $4,299-90.2% |
| Participant deferral / active EE | $3,174 | $4,754-33.2% | $4,008-20.8% | $6,507-51.2% |
| Admin fee / account holder | $513 | $8,834-94.2% | $6,956-92.6% | $12,624-95.9% |