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 | $43,169 | $88,672-51.3% | $105,223-59.0% | $82,448-47.6% |
| Participation rate | 54.5% | 67.9%-13.4pp | 75.0%-20.5pp | 68.1%-13.5pp |
| Annual return | 28.52% | 30.86%-2.3pp | 180.65%-152.1pp | 41.64%-13.1pp |
| Employer contribution / active EE | $2,009 | $3,048-34.1% | $3,689-45.5% | $2,551-21.3% |
| Participant deferral / active EE | $3,978 | $4,036-1.4% | $5,072-21.6% | $4,139-3.9% |
| Admin fee / account holder | $564 | $7,146-92.1% | $8,859-93.6% | $7,234-92.2% |