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 5-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 | $36,742 | $95,453-61.5% | $112,040-67.2% | $82,448-55.4% |
| Participation rate | 41.7% | 72.8%-31.1pp | 76.5%-34.8pp | 68.1%-26.4pp |
| Annual return | 16.13% | 23.92%-7.8pp | 24.52%-8.4pp | 41.64%-25.5pp |
| Employer contribution / active EE | $1,062 | $2,318-54.2% | $2,954-64.1% | $2,551-58.4% |
| Participant deferral / active EE | $2,511 | $4,224-40.6% | $5,098-50.7% | $4,139-39.3% |
| Admin fee / account holder | $2,929 | $9,013-67.5% | $12,098-75.8% | $7,234-59.5% |