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 3-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 | $35,925 | $59,101-39.2% | $77,163-53.4% | $75,163-52.2% |
| Participation rate | 24.7% | 63.9%-39.2pp | 69.6%-44.9pp | 67.2%-42.5pp |
| Annual return | 20.87% | 26.71%-5.8pp | 37.87%-17.0pp | 160.62%-139.7pp |
| Employer contribution / active EE | $752 | $1,995-62.3% | $2,535-70.3% | $2,670-71.8% |
| Participant deferral / active EE | $1,481 | $2,999-50.6% | $3,833-61.4% | $4,125-64.1% |
| Admin fee / account holder | $1,672 | $4,774-65.0% | $5,472-69.4% | $5,651-70.4% |