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 | $47,021 | $57,651-18.4% | $112,229-58.1% | $71,457-34.2% |
| Participation rate | 49.5% | 58.9%-9.4pp | 72.4%-22.9pp | 67.9%-18.4pp |
| Annual return | 20.81% | 18.32%+2.5pp | 30.20%-9.4pp | 28.85%-8.0pp |
| Employer contribution / active EE | $1,011 | $1,913-47.2% | $3,430-70.5% | $2,588-60.9% |
| Participant deferral / active EE | $2,579 | $2,863-9.9% | $4,798-46.2% | $4,289-39.9% |
| Admin fee / account holder | $1,448 | $1,581-8.4% | $7,748-81.3% | $1,587-8.7% |