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 | $64,733 | $111,535-42.0% | $105,223-38.5% | $137,256-52.8% |
| Participation rate | 40.0% | 78.1%-38.1pp | 75.0%-35.0pp | 80.0%-40.0pp |
| Annual return | 18.33% | 237.85%-219.5pp | 180.65%-162.3pp | 220.34%-202.0pp |
| Employer contribution / active EE | $1,816 | $3,939-53.9% | $3,689-50.8% | $4,156-56.3% |
| Participant deferral / active EE | $2,811 | $5,500-48.9% | $5,072-44.6% | $6,407-56.1% |
| Admin fee / account holder | $1,501 | $9,721-84.6% | $8,859-83.1% | $12,270-87.8% |