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 | $42,001 | $68,547-38.7% | $120,354-65.1% | $80,856-48.1% |
| Participation rate | 37.3% | 61.6%-24.3pp | 71.9%-34.7pp | 67.6%-30.4pp |
| Annual return | 10.67% | 23.60%-12.9pp | 107.15%-96.5pp | 35.59%-24.9pp |
| Employer contribution / active EE | $1,552 | $2,051-24.3% | $3,463-55.2% | $2,755-43.7% |
| Participant deferral / active EE | $3,236 | $3,173+2.0% | $4,991-35.2% | $4,296-24.7% |
| Admin fee / account holder | $8,695 | $5,732+51.7% | $9,423-7.7% | $6,918+25.7% |