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 | $60,182 | $89,753-32.9% | $107,525-44.0% | $84,808-29.0% |
| Participation rate | 25.8% | 68.1%-42.3pp | 75.1%-49.3pp | 68.3%-42.6pp |
| Annual return | 19.44% | 29.48%-10.0pp | 181.32%-161.9pp | 40.90%-21.5pp |
| Employer contribution / active EE | $1,142 | $3,113-63.3% | $3,754-69.6% | $2,631-56.6% |
| Participant deferral / active EE | $3,184 | $4,056-21.5% | $5,116-37.8% | $4,212-24.4% |
| Admin fee / account holder | $2,593 | $7,222-64.1% | $8,919-70.9% | $7,344-64.7% |