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 | $108,825-67.0% | $156,181-77.0% | $82,448-56.4% |
| Participation rate | 57.7% | 72.4%-14.7pp | 78.8%-21.1pp | 68.1%-10.4pp |
| Annual return | 17.33% | 20.59%-3.3pp | 64.87%-47.5pp | 41.64%-24.3pp |
| Employer contribution / active EE | $1,227 | $2,870-57.2% | $4,294-71.4% | $2,551-51.9% |
| Participant deferral / active EE | $3,099 | $4,577-32.3% | $6,132-49.5% | $4,139-25.1% |
| Admin fee / account holder | $664 | $9,341-92.9% | $14,586-95.5% | $7,234-90.8% |