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 6-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 | $42,520 | $88,672-52.0% | $105,223-59.6% | $82,448-48.4% |
| Participation rate | 38.5% | 67.9%-29.5pp | 75.0%-36.6pp | 68.1%-29.6pp |
| Annual return | 19.71% | 30.86%-11.1pp | 180.65%-160.9pp | 41.64%-21.9pp |
| Employer contribution / active EE | $1,196 | $3,048-60.8% | $3,689-67.6% | $2,551-53.1% |
| Participant deferral / active EE | $3,981 | $4,036-1.4% | $5,072-21.5% | $4,139-3.8% |
| Admin fee / account holder | $1,760 | $7,146-75.4% | $8,859-80.1% | $7,234-75.7% |