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 | $32,151 | $60,022-46.4% | $88,946-63.9% | $84,808-62.1% |
| Participation rate | 48.4% | 57.8%-9.5pp | 68.8%-20.5pp | 68.3%-19.9pp |
| Annual return | 20.45% | 22.43%-2.0pp | 57.82%-37.4pp | 40.90%-20.4pp |
| Employer contribution / active EE | $1,872 | $1,703+9.9% | $2,555-26.7% | $2,631-28.9% |
| Participant deferral / active EE | $3,439 | $3,114+10.4% | $4,581-24.9% | $4,212-18.3% |
| Admin fee / account holder | $1,101 | $4,811-77.1% | $8,261-86.7% | $7,344-85.0% |