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 | $30,971 | $101,724-69.6% | $164,813-81.2% | $80,856-61.7% |
| Participation rate | 38.1% | 71.8%-33.7pp | 78.6%-40.5pp | 67.6%-29.5pp |
| Annual return | 29.89% | 16.72%+13.2pp | 69.93%-40.0pp | 35.59%-5.7pp |
| Employer contribution / active EE | $1,958 | $2,953-33.7% | $4,341-54.9% | $2,755-28.9% |
| Participant deferral / active EE | $2,929 | $4,477-34.6% | $6,031-51.4% | $4,296-31.8% |
| Admin fee / account holder | $370 | $8,227-95.5% | $12,690-97.1% | $6,918-94.7% |