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 | $35,685 | $89,753-60.2% | $107,525-66.8% | $84,808-57.9% |
| Participation rate | 30.6% | 68.1%-37.5pp | 75.1%-44.5pp | 68.3%-37.8pp |
| Annual return | 20.23% | 29.48%-9.2pp | 181.32%-161.1pp | 40.90%-20.7pp |
| Employer contribution / active EE | $1,679 | $3,113-46.1% | $3,754-55.3% | $2,631-36.2% |
| Participant deferral / active EE | $2,575 | $4,056-36.5% | $5,116-49.7% | $4,212-38.9% |
| Admin fee / account holder | $4,748 | $7,222-34.3% | $8,919-46.8% | $7,344-35.3% |