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 | $46,160 | $77,899-40.7% | $149,673-69.2% | $75,163-38.6% |
| Participation rate | 24.6% | 65.6%-41.0pp | 78.8%-54.2pp | 67.2%-42.6pp |
| Annual return | 14.40% | 31.72%-17.3pp | 134.42%-120.0pp | 160.62%-146.2pp |
| Employer contribution / active EE | $654 | $3,137-79.2% | $4,818-86.4% | $2,670-75.5% |
| Participant deferral / active EE | $1,475 | $3,411-56.8% | $5,680-74.0% | $4,125-64.2% |
| Admin fee / account holder | $3,708 | $5,956-37.7% | $13,210-71.9% | $5,651-34.4% |