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 | $38,136 | $49,915-23.6% | $154,803-75.4% | $74,304-48.7% |
| Participation rate | 46.7% | 54.0%-7.2pp | 78.1%-31.4pp | 60.3%-13.6pp |
| Annual return | 25.75% | 34.06%-8.3pp | 58.88%-33.1pp | 29.43%-3.7pp |
| Employer contribution / active EE | $2,447 | $1,611+51.9% | $4,305-43.2% | $2,241+9.2% |
| Participant deferral / active EE | $3,824 | $2,255+69.6% | $5,540-31.0% | $3,767+1.5% |
| Admin fee / account holder | $5,958 | $2,189+172.2% | $14,329-58.4% | $2,969+100.7% |