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 | $41,680 | $86,929-52.1% | $102,423-59.3% | $80,856-48.5% |
| Participation rate | 54.7% | 72.4%-17.7pp | 76.5%-21.8pp | 67.6%-13.0pp |
| Annual return | 11.97% | 18.88%-6.9pp | 29.32%-17.4pp | 35.59%-23.6pp |
| Employer contribution / active EE | $1,795 | $2,369-24.2% | $3,023-40.6% | $2,755-34.8% |
| Participant deferral / active EE | $3,773 | $4,118-8.4% | $5,053-25.3% | $4,296-12.2% |
| Admin fee / account holder | $4,899 | $8,049-39.1% | $9,451-48.2% | $6,918-29.2% |