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 | $45,868 | $60,022-23.6% | $88,946-48.4% | $84,808-45.9% |
| Participation rate | 9.6% | 57.8%-48.3pp | 68.8%-59.3pp | 68.3%-58.7pp |
| Annual return | 23.83% | 22.43%+1.4pp | 57.82%-34.0pp | 40.90%-17.1pp |
| Employer contribution / active EE | $314 | $1,703-81.5% | $2,555-87.7% | $2,631-88.1% |
| Participant deferral / active EE | $944 | $3,114-69.7% | $4,581-79.4% | $4,212-77.6% |
| Admin fee / account holder | $346 | $4,811-92.8% | $8,261-95.8% | $7,344-95.3% |