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 | $26,956 | $95,266-71.7% | $82,389-67.3% | $142,382-81.1% |
| Participation rate | 38.5% | 74.5%-36.0pp | 69.5%-31.1pp | 80.1%-41.7pp |
| Annual return | 14.66% | 25.74%-11.1pp | 28.67%-14.0pp | 217.08%-202.4pp |
| Employer contribution / active EE | $909 | $2,991-69.6% | $2,517-63.9% | $4,299-78.8% |
| Participant deferral / active EE | $2,901 | $4,809-39.7% | $4,155-30.2% | $6,507-55.4% |
| Admin fee / account holder | $2,491 | $8,563-70.9% | $7,231-65.5% | $12,624-80.3% |