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 5-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 | $11,076 | $76,407-85.5% | $150,298-92.6% | $82,448-86.6% |
| Participation rate | 60.5% | 66.4%-5.9pp | 77.8%-17.3pp | 68.1%-7.6pp |
| Annual return | 17.93% | 39.99%-22.1pp | 62.79%-44.9pp | 41.64%-23.7pp |
| Employer contribution / active EE | $582 | $2,614-77.7% | $4,154-86.0% | $2,551-77.2% |
| Participant deferral / active EE | $1,436 | $3,214-55.3% | $5,453-73.7% | $4,139-65.3% |
| Admin fee / account holder | $421 | $6,352-93.4% | $14,116-97.0% | $7,234-94.2% |