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 6-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 | $35,836 | $71,050-49.6% | $93,606-61.7% | $80,856-55.7% |
| Participation rate | 37.9% | 60.4%-22.5pp | 68.7%-30.8pp | 67.6%-29.7pp |
| Annual return | 12.49% | 11.26%+1.2pp | 133.20%-120.7pp | 35.59%-23.1pp |
| Employer contribution / active EE | $1,094 | $1,564-30.0% | $2,420-54.8% | $2,755-60.3% |
| Participant deferral / active EE | $1,589 | $4,034-60.6% | $4,411-64.0% | $4,296-63.0% |
| Admin fee / account holder | $1,606 | $6,945-76.9% | $8,285-80.6% | $6,918-76.8% |