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 | $36,336 | $86,929-58.2% | $102,423-64.5% | $80,856-55.1% |
| Participation rate | 29.6% | 72.4%-42.7pp | 76.5%-46.9pp | 67.6%-38.0pp |
| Annual return | 15.29% | 18.88%-3.6pp | 29.32%-14.0pp | 35.59%-20.3pp |
| Employer contribution / active EE | $1,012 | $2,369-57.3% | $3,023-66.5% | $2,755-63.3% |
| Participant deferral / active EE | $2,084 | $4,118-49.4% | $5,053-58.8% | $4,296-51.5% |
| Admin fee / account holder | $1,820 | $8,049-77.4% | $9,451-80.7% | $6,918-73.7% |