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 | $44,048 | $86,929-49.3% | $102,423-57.0% | $80,856-45.5% |
| Participation rate | 62.9% | 72.4%-9.5pp | 76.5%-13.6pp | 67.6%-4.8pp |
| Annual return | 16.02% | 18.88%-2.9pp | 29.32%-13.3pp | 35.59%-19.6pp |
| Employer contribution / active EE | $1,880 | $2,369-20.7% | $3,023-37.8% | $2,755-31.8% |
| Participant deferral / active EE | $2,641 | $4,118-35.9% | $5,053-47.7% | $4,296-38.5% |
| Admin fee / account holder | $6,474 | $8,049-19.6% | $9,451-31.5% | $6,918-6.4% |