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 | $26,439 | $81,248-67.5% | $155,509-83.0% | $80,856-67.3% |
| Participation rate | 32.6% | 66.2%-33.7pp | 78.2%-45.6pp | 67.6%-35.1pp |
| Annual return | 13.07% | 33.31%-20.2pp | 64.67%-51.6pp | 35.59%-22.5pp |
| Employer contribution / active EE | $1,113 | $3,100-64.1% | $4,672-76.2% | $2,755-59.6% |
| Participant deferral / active EE | $2,054 | $3,452-40.5% | $5,626-63.5% | $4,296-52.2% |
| Admin fee / account holder | $464 | $7,997-94.2% | $15,912-97.1% | $6,918-93.3% |