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 | $31,782 | $71,050-55.3% | $93,606-66.0% | $80,856-60.7% |
| Participation rate | 68.0% | 60.4%+7.6pp | 68.7%-0.7pp | 67.6%+0.4pp |
| Annual return | 20.41% | 11.26%+9.2pp | 133.20%-112.8pp | 35.59%-15.2pp |
| Employer contribution / active EE | $1,329 | $1,564-15.0% | $2,420-45.1% | $2,755-51.7% |
| Participant deferral / active EE | $5,716 | $4,034+41.7% | $4,411+29.6% | $4,296+33.1% |
| Admin fee / account holder | $980 | $6,945-85.9% | $8,285-88.2% | $6,918-85.8% |