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 | $35,279 | $89,698-60.7% | $103,464-65.9% | $80,874-56.4% |
| Participation rate | 29.6% | 76.0%-46.4pp | 80.5%-50.9pp | 67.6%-38.1pp |
| Annual return | 17.28% | 22.78%-5.5pp | 23.91%-6.6pp | 35.62%-18.3pp |
| Employer contribution / active EE | $1,112 | $4,018-72.3% | $4,677-76.2% | $2,756-59.7% |
| Participant deferral / active EE | $2,211 | $5,456-59.5% | $6,624-66.6% | $4,297-48.5% |
| Admin fee / account holder | $6,927 | $6,768+2.3% | $9,410-26.4% | $6,935-0.1% |