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 | $40,960 | $87,166-53.0% | $76,735-46.6% | $137,256-70.2% |
| Participation rate | 38.5% | 74.4%-35.9pp | 69.5%-31.0pp | 80.0%-41.5pp |
| Annual return | 16.81% | 26.50%-9.7pp | 29.77%-13.0pp | 220.34%-203.5pp |
| Employer contribution / active EE | $2,229 | $2,904-23.3% | $2,454-9.2% | $4,156-46.4% |
| Participant deferral / active EE | $1,200 | $4,726-74.6% | $4,088-70.6% | $6,407-81.3% |
| Admin fee / account holder | $1,469 | $8,403-82.5% | $7,189-79.6% | $12,270-88.0% |