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 | $32,362 | $81,233-60.2% | $155,567-79.2% | $80,874-60.0% |
| Participation rate | 27.3% | 66.2%-39.0pp | 78.2%-50.9pp | 67.6%-40.4pp |
| Annual return | 16.61% | 33.33%-16.7pp | 64.74%-48.1pp | 35.62%-19.0pp |
| Employer contribution / active EE | $0 | $3,101-100.0% | $4,674-100.0% | $2,756-100.0% |
| Participant deferral / active EE | $1,630 | $3,452-52.8% | $5,628-71.0% | $4,297-62.1% |
| Admin fee / account holder | $8,378 | $7,998+4.8% | $15,916-47.4% | $6,935+20.8% |