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 4-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 | $42,023 | $109,413-61.6% | $156,263-73.1% | $84,808-50.4% |
| Participation rate | 30.6% | 72.7%-42.0pp | 78.9%-48.3pp | 68.3%-37.7pp |
| Annual return | 19.34% | 20.18%-0.8pp | 59.47%-40.1pp | 40.90%-21.6pp |
| Employer contribution / active EE | $1,380 | $2,907-52.5% | $4,333-68.1% | $2,631-47.5% |
| Participant deferral / active EE | $2,099 | $4,590-54.3% | $6,158-65.9% | $4,212-50.2% |
| Admin fee / account holder | $488 | $9,357-94.8% | $14,255-96.6% | $7,344-93.4% |