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 | $30,402 | $50,815-40.2% | $155,509-80.4% | $77,643-60.8% |
| Participation rate | 38.2% | 63.1%-24.9pp | 78.2%-40.0pp | 70.6%-32.4pp |
| Annual return | 19.86% | 34.80%-14.9pp | 64.67%-44.8pp | 31.24%-11.4pp |
| Employer contribution / active EE | $855 | $1,993-57.1% | $4,672-81.7% | $2,726-68.6% |
| Participant deferral / active EE | $1,686 | $2,822-40.2% | $5,626-70.0% | $4,647-63.7% |
| Admin fee / account holder | $3,278 | $437+650.7% | $15,912-79.4% | $430+661.6% |