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 | $28,267 | $110,257-74.4% | $96,544-70.7% | $139,434-79.7% |
| Participation rate | 35.7% | 78.1%-42.4pp | 76.0%-40.2pp | 80.3%-44.6pp |
| Annual return | 20.85% | 26.32%-5.5pp | 25.84%-5.0pp | 372.94%-352.1pp |
| Employer contribution / active EE | $1,211 | $3,620-66.6% | $2,965-59.2% | $4,751-74.5% |
| Participant deferral / active EE | $4,849 | $5,548-12.6% | $4,8510% | $6,710-27.7% |
| Admin fee / account holder | $1,189 | $11,591-89.7% | $8,252-85.6% | $11,403-89.6% |