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 | $29,078 | $71,050-59.1% | $93,606-68.9% | $80,856-64.0% |
| Participation rate | 62.2% | 60.4%+1.8pp | 68.7%-6.6pp | 67.6%-5.5pp |
| Annual return | 10.85% | 11.26%-0.4pp | 133.20%-122.3pp | 35.59%-24.7pp |
| Employer contribution / active EE | $1,878 | $1,564+20.1% | $2,420-22.4% | $2,755-31.8% |
| Participant deferral / active EE | $2,975 | $4,034-26.3% | $4,411-32.6% | $4,296-30.8% |
| Admin fee / account holder | $1,739 | $6,945-75.0% | $8,285-79.0% | $6,918-74.9% |