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 | $14,550 | $54,705-73.4% | $71,209-79.6% | $84,808-82.8% |
| Participation rate | 46.3% | 64.1%-17.8pp | 73.8%-27.5pp | 68.3%-22.0pp |
| Annual return | 16.46% | 35.90%-19.4pp | 282.51%-266.0pp | 40.90%-24.4pp |
| Employer contribution / active EE | $325 | $2,158-85.0% | $2,721-88.1% | $2,631-87.7% |
| Participant deferral / active EE | $1,727 | $3,030-43.0% | $4,175-58.6% | $4,212-59.0% |
| Admin fee / account holder | $1,771 | $4,863-63.6% | $5,349-66.9% | $7,344-75.9% |