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 | $35,930 | $109,413-67.2% | $156,263-77.0% | $84,808-57.6% |
| Participation rate | 57.7% | 72.7%-15.0pp | 78.9%-21.2pp | 68.3%-10.6pp |
| Annual return | 17.33% | 20.18%-2.8pp | 59.47%-42.1pp | 40.90%-23.6pp |
| Employer contribution / active EE | $1,227 | $2,907-57.8% | $4,333-71.7% | $2,631-53.4% |
| Participant deferral / active EE | $3,099 | $4,590-32.5% | $6,158-49.7% | $4,212-26.4% |
| Admin fee / account holder | $664 | $9,357-92.9% | $14,255-95.3% | $7,344-91.0% |