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 | $35,281 | $51,604-31.6% | $129,295-72.7% | $80,874-56.4% |
| Participation rate | 45.1% | 57.0%-11.9pp | 69.6%-24.6pp | 67.6%-22.6pp |
| Annual return | 13.51% | 20.76%-7.3pp | 9429.28%-9415.8pp | 35.62%-22.1pp |
| Employer contribution / active EE | $1,205 | $1,585-23.9% | $4,157-71.0% | $2,756-56.3% |
| Participant deferral / active EE | $2,968 | $2,670+11.2% | $4,169-28.8% | $4,297-30.9% |
| Admin fee / account holder | $2,192 | $4,310-49.1% | $7,665-71.4% | $6,935-68.4% |