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 10-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 | $54,987 | $88,672-38.0% | $105,223-47.7% | $82,448-33.3% |
| Participation rate | 39.5% | 67.9%-28.5pp | 75.0%-35.6pp | 68.1%-28.6pp |
| Annual return | 15.05% | 30.86%-15.8pp | 180.65%-165.6pp | 41.64%-26.6pp |
| Employer contribution / active EE | $1,278 | $3,048-58.1% | $3,689-65.3% | $2,551-49.9% |
| Participant deferral / active EE | $2,221 | $4,036-45.0% | $5,072-56.2% | $4,139-46.3% |
| Admin fee / account holder | $7,005 | $7,146-2.0% | $8,859-20.9% | $7,234-3.2% |