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 | $44,619 | $74,927-40.5% | $101,794-56.2% | $84,808-47.4% |
| Participation rate | 48.3% | 61.4%-13.1pp | 69.2%-20.9pp | 68.3%-20.0pp |
| Annual return | 15.29% | 18.70%-3.4pp | 30.53%-15.2pp | 40.90%-25.6pp |
| Employer contribution / active EE | $1,061 | $1,522-30.3% | $2,289-53.7% | $2,631-59.7% |
| Participant deferral / active EE | $2,418 | $3,099-22.0% | $4,084-40.8% | $4,212-42.6% |
| Admin fee / account holder | $9,574 | $6,514+47.0% | $8,777+9.1% | $7,344+30.4% |