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 | $34,224 | $86,929-60.6% | $102,423-66.6% | $80,856-57.7% |
| Participation rate | 63.0% | 72.4%-9.4pp | 76.5%-13.5pp | 67.6%-4.7pp |
| Annual return | 12.81% | 18.88%-6.1pp | 29.32%-16.5pp | 35.59%-22.8pp |
| Employer contribution / active EE | $1,799 | $2,369-24.1% | $3,023-40.5% | $2,755-34.7% |
| Participant deferral / active EE | $3,247 | $4,118-21.1% | $5,053-35.7% | $4,296-24.4% |
| Admin fee / account holder | $559 | $8,049-93.1% | $9,451-94.1% | $6,918-91.9% |