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 5-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 | $67,385 | $100,970-33.3% | $96,576-30.2% | $137,256-50.9% |
| Participation rate | 38.5% | 82.6%-44.2pp | 81.4%-43.0pp | 80.0%-41.5pp |
| Annual return | 14.52% | 38.16%-23.6pp | 38.47%-23.9pp | 220.34%-205.8pp |
| Employer contribution / active EE | $1,384 | $3,809-63.7% | $3,553-61.0% | $4,156-66.7% |
| Participant deferral / active EE | $4,098 | $8,286-50.5% | $7,956-48.5% | $6,407-36.0% |
| Admin fee / account holder | $2,344 | $11,312-79.3% | $11,381-79.4% | $12,270-80.9% |