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 4-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 | $47,632 | $49,915-4.6% | $154,803-69.2% | $74,304-35.9% |
| Participation rate | 43.9% | 54.0%-10.1pp | 78.1%-34.2pp | 60.3%-16.5pp |
| Annual return | 17.99% | 34.06%-16.1pp | 58.88%-40.9pp | 29.43%-11.4pp |
| Employer contribution / active EE | $1,205 | $1,611-25.2% | $4,305-72.0% | $2,241-46.3% |
| Participant deferral / active EE | $2,071 | $2,255-8.2% | $5,540-62.6% | $3,767-45.0% |
| Admin fee / account holder | $5,454 | $2,189+149.2% | $14,329-61.9% | $2,969+83.7% |