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 | $41,091 | $71,050-42.2% | $93,606-56.1% | $80,856-49.2% |
| Participation rate | 54.3% | 60.4%-6.1pp | 68.7%-14.4pp | 67.6%-13.4pp |
| Annual return | 15.06% | 11.26%+3.8pp | 133.20%-118.1pp | 35.59%-20.5pp |
| Employer contribution / active EE | $736 | $1,564-52.9% | $2,420-69.6% | $2,755-73.3% |
| Participant deferral / active EE | $2,787 | $4,034-30.9% | $4,411-36.8% | $4,296-35.1% |
| Admin fee / account holder | $2,991 | $6,945-56.9% | $8,285-63.9% | $6,918-56.8% |