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 | $40,963 | $88,672-53.8% | $105,223-61.1% | $82,448-50.3% |
| Participation rate | 55.6% | 67.9%-12.4pp | 75.0%-19.5pp | 68.1%-12.5pp |
| Annual return | 19.36% | 30.86%-11.5pp | 180.65%-161.3pp | 41.64%-22.3pp |
| Employer contribution / active EE | $2,168 | $3,048-28.9% | $3,689-41.2% | $2,551-15.0% |
| Participant deferral / active EE | $4,955 | $4,036+22.8% | $5,072-2.3% | $4,139+19.7% |
| Admin fee / account holder | $2,737 | $7,146-61.7% | $8,859-69.1% | $7,234-62.2% |