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 | $41,264 | $97,744-57.8% | $103,476-60.1% | $145,922-71.7% |
| Participation rate | 50.0% | 81.1%-31.1pp | 80.5%-30.5pp | 80.3%-30.3pp |
| Annual return | 15.28% | 25.41%-10.1pp | 23.90%-8.6pp | 561.29%-546.0pp |
| Employer contribution / active EE | $1,484 | $4,677-68.3% | $4,672-68.2% | $4,660-68.2% |
| Participant deferral / active EE | $4,487 | $6,603-32.1% | $6,623-32.2% | $6,688-32.9% |
| Admin fee / account holder | $9,446 | $12,515-24.5% | $9,413+0.4% | $13,397-29.5% |