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 | $40,041 | $86,922-53.9% | $102,438-60.9% | $80,874-50.5% |
| Participation rate | 39.0% | 72.4%-33.4pp | 76.5%-37.5pp | 67.6%-28.7pp |
| Annual return | 13.74% | 18.90%-5.2pp | 29.37%-15.6pp | 35.62%-21.9pp |
| Employer contribution / active EE | $993 | $2,369-58.1% | $3,024-67.2% | $2,756-64.0% |
| Participant deferral / active EE | $2,236 | $4,119-45.7% | $5,054-55.7% | $4,297-48.0% |
| Admin fee / account holder | $1,801 | $8,050-77.6% | $9,448-80.9% | $6,935-74.0% |