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 5-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 | $21,890 | $81,248-73.1% | $155,509-85.9% | $80,856-72.9% |
| Participation rate | 28.9% | 66.2%-37.3pp | 78.2%-49.3pp | 67.6%-38.7pp |
| Annual return | 22.45% | 33.31%-10.9pp | 64.67%-42.2pp | 35.59%-13.1pp |
| Employer contribution / active EE | $392 | $3,100-87.4% | $4,672-91.6% | $2,755-85.8% |
| Participant deferral / active EE | $1,404 | $3,452-59.3% | $5,626-75.0% | $4,296-67.3% |
| Admin fee / account holder | $3,736 | $7,997-53.3% | $15,912-76.5% | $6,918-46.0% |