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 | $31,619 | $86,929-63.6% | $102,423-69.1% | $80,856-60.9% |
| Participation rate | 61.6% | 72.4%-10.7pp | 76.5%-14.8pp | 67.6%-6.0pp |
| Annual return | 17.72% | 18.88%-1.2pp | 29.32%-11.6pp | 35.59%-17.9pp |
| Employer contribution / active EE | $1,722 | $2,369-27.3% | $3,023-43.1% | $2,755-37.5% |
| Participant deferral / active EE | $2,453 | $4,118-40.4% | $5,053-51.5% | $4,296-42.9% |
| Admin fee / account holder | $3,528 | $8,049-56.2% | $9,451-62.7% | $6,918-49.0% |