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 | $43,091 | $108,825-60.4% | $156,181-72.4% | $82,448-47.7% |
| Participation rate | 38.9% | 72.4%-33.5pp | 78.8%-39.9pp | 68.1%-29.2pp |
| Annual return | 15.20% | 20.59%-5.4pp | 64.87%-49.7pp | 41.64%-26.4pp |
| Employer contribution / active EE | $1,297 | $2,870-54.8% | $4,294-69.8% | $2,551-49.2% |
| Participant deferral / active EE | $3,858 | $4,577-15.7% | $6,132-37.1% | $4,139-6.8% |
| Admin fee / account holder | $1,777 | $9,341-81.0% | $14,586-87.8% | $7,234-75.4% |