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 | $60,022-69.0% | $88,946-79.1% | $84,808-78.0% |
| Participation rate | 64.0% | 57.8%+6.2pp | 68.8%-4.8pp | 68.3%-4.3pp |
| Annual return | 14.36% | 22.43%-8.1pp | 57.82%-43.5pp | 40.90%-26.5pp |
| Employer contribution / active EE | $300 | $1,703-82.4% | $2,555-88.3% | $2,631-88.6% |
| Participant deferral / active EE | $1,139 | $3,114-63.4% | $4,581-75.1% | $4,212-72.9% |
| Admin fee / account holder | $1,143 | $4,811-76.2% | $8,261-86.2% | $7,344-84.4% |