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 | $95,266-57.0% | $82,389-50.3% | $142,382-71.2% |
| Participation rate | 38.5% | 74.5%-36.0pp | 69.5%-31.1pp | 80.1%-41.7pp |
| Annual return | 16.81% | 25.74%-8.9pp | 28.67%-11.9pp | 217.08%-200.3pp |
| Employer contribution / active EE | $2,229 | $2,991-25.5% | $2,517-11.4% | $4,299-48.2% |
| Participant deferral / active EE | $1,200 | $4,809-75.0% | $4,155-71.1% | $6,507-81.6% |
| Admin fee / account holder | $1,469 | $8,563-82.9% | $7,231-79.7% | $12,624-88.4% |