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 | $64,846 | $127,065-49.0% | $113,168-42.7% | $142,382-54.5% |
| Participation rate | 46.2% | 79.2%-33.1pp | 76.6%-30.4pp | 80.1%-34.0pp |
| Annual return | 11.79% | 24.03%-12.2pp | 24.27%-12.5pp | 217.08%-205.3pp |
| Employer contribution / active EE | $1,467 | $3,442-57.4% | $2,975-50.7% | $4,299-65.9% |
| Participant deferral / active EE | $3,479 | $5,716-39.1% | $5,107-31.9% | $6,507-46.5% |
| Admin fee / account holder | $2,569 | $15,736-83.7% | $12,068-78.7% | $12,624-79.7% |