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 | $32,740 | $86,929-62.3% | $102,423-68.0% | $80,856-59.5% |
| Participation rate | 55.6% | 72.4%-16.8pp | 76.5%-20.9pp | 67.6%-12.1pp |
| Annual return | 11.76% | 18.88%-7.1pp | 29.32%-17.6pp | 35.59%-23.8pp |
| Employer contribution / active EE | $1,059 | $2,369-55.3% | $3,023-65.0% | $2,755-61.6% |
| Participant deferral / active EE | $3,138 | $4,118-23.8% | $5,053-37.9% | $4,296-26.9% |
| Admin fee / account holder | $984 | $8,049-87.8% | $9,451-89.6% | $6,918-85.8% |