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 | $36,005 | $95,803-62.4% | $113,168-68.2% | $84,808-57.5% |
| Participation rate | 45.7% | 72.9%-27.2pp | 76.6%-30.9pp | 68.3%-22.6pp |
| Annual return | 18.00% | 25.00%-7.0pp | 24.27%-6.3pp | 40.90%-22.9pp |
| Employer contribution / active EE | $1,205 | $2,360-48.9% | $2,975-59.5% | $2,631-54.2% |
| Participant deferral / active EE | $3,003 | $4,242-29.2% | $5,107-41.2% | $4,212-28.7% |
| Admin fee / account holder | $547 | $8,989-93.9% | $12,068-95.5% | $7,344-92.6% |