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 4-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 | $18,617 | $57,590-67.7% | $86,233-78.4% | $82,448-77.4% |
| Participation rate | 64.0% | 57.9%+6.1pp | 69.0%-5.0pp | 68.1%-4.1pp |
| Annual return | 14.36% | 22.41%-8.1pp | 61.39%-47.0pp | 41.64%-27.3pp |
| Employer contribution / active EE | $300 | $1,655-81.9% | $2,504-88.0% | $2,551-88.3% |
| Participant deferral / active EE | $1,139 | $3,080-63.0% | $4,559-75.0% | $4,139-72.5% |
| Admin fee / account holder | $1,143 | $4,730-75.8% | $8,342-86.3% | $7,234-84.2% |