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 6-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 | $28,501 | $109,881-74.1% | $150,045-81.0% | $84,808-66.4% |
| Participation rate | 36.7% | 76.1%-39.4pp | 82.3%-45.7pp | 68.3%-31.6pp |
| Annual return | 16.13% | 28.25%-12.1pp | 62.55%-46.4pp | 40.90%-24.8pp |
| Employer contribution / active EE | $880 | $3,561-75.3% | $4,693-81.3% | $2,631-66.6% |
| Participant deferral / active EE | $2,635 | $6,636-60.3% | $7,997-67.1% | $4,212-37.4% |
| Admin fee / account holder | $695 | $8,568-91.9% | $13,435-94.8% | $7,344-90.5% |