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 7-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 | $43,955 | $74,927-41.3% | $101,794-56.8% | $84,808-48.2% |
| Participation rate | 55.3% | 61.4%-6.1pp | 69.2%-13.9pp | 68.3%-13.0pp |
| Annual return | 18.51% | 18.70%-0.2pp | 30.53%-12.0pp | 40.90%-22.4pp |
| Employer contribution / active EE | $570 | $1,522-62.6% | $2,289-75.1% | $2,631-78.3% |
| Participant deferral / active EE | $3,575 | $3,099+15.3% | $4,084-12.5% | $4,212-15.1% |
| Admin fee / account holder | $3,560 | $6,514-45.4% | $8,777-59.4% | $7,344-51.5% |