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 4-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 | $37,083 | $78,705-52.9% | $117,854-68.5% | $70,131-47.1% |
| Participation rate | 60.9% | 73.2%-12.3pp | 79.7%-18.8pp | 69.5%-8.7pp |
| Annual return | 17.66% | 23.30%-5.6pp | 335.08%-317.4pp | 73.14%-55.5pp |
| Employer contribution / active EE | $0 | $2,223-100.0% | $3,786-100.0% | $2,342-100.0% |
| Participant deferral / active EE | $3,362 | $3,297+2.0% | $4,482-25.0% | $3,332+0.9% |
| Admin fee / account holder | $4,448 | $5,065-12.2% | $8,020-44.5% | $4,645-4.2% |