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 5-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 | $37,675 | $95,453-60.5% | $112,040-66.4% | $82,448-54.3% |
| Participation rate | 54.4% | 72.8%-18.3pp | 76.5%-22.0pp | 68.1%-13.6pp |
| Annual return | 23.02% | 23.92%-0.9pp | 24.52%-1.5pp | 41.64%-18.6pp |
| Employer contribution / active EE | $1,577 | $2,318-32.0% | $2,954-46.6% | $2,551-38.2% |
| Participant deferral / active EE | $3,622 | $4,224-14.2% | $5,098-28.9% | $4,139-12.5% |
| Admin fee / account holder | $2,109 | $9,013-76.6% | $12,098-82.6% | $7,234-70.8% |