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 5-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 | $35,426 | $58,208-39.1% | $81,812-56.7% | $80,856-56.2% |
| Participation rate | 59.3% | 63.4%-4.2pp | 72.3%-13.1pp | 67.6%-8.4pp |
| Annual return | 12.91% | 41.66%-28.8pp | 773.79%-760.9pp | 35.59%-22.7pp |
| Employer contribution / active EE | $1,757 | $2,340-24.9% | $2,912-39.7% | $2,755-36.2% |
| Participant deferral / active EE | $2,920 | $3,281-11.0% | $4,319-32.4% | $4,296-32.0% |
| Admin fee / account holder | $9,791 | $4,981+96.6% | $7,386+32.6% | $6,918+41.5% |