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 | $8,832 | $45,343-80.5% | $150,298-94.1% | $67,986-87.0% |
| Participation rate | 23.8% | 51.9%-28.1pp | 77.8%-54.0pp | 57.2%-33.4pp |
| Annual return | 20.90% | 33.28%-12.4pp | 62.79%-41.9pp | 31.67%-10.8pp |
| Employer contribution / active EE | $206 | $1,462-85.9% | $4,154-95.0% | $2,019-89.8% |
| Participant deferral / active EE | $646 | $2,055-68.6% | $5,453-88.2% | $3,358-80.8% |
| Admin fee / account holder | $397 | $2,250-82.4% | $14,116-97.2% | $3,203-87.6% |