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 | $56,705 | $60,022-5.5% | $88,946-36.2% | $84,808-33.1% |
| Participation rate | 24.4% | 57.8%-33.4pp | 68.8%-44.5pp | 68.3%-43.9pp |
| Annual return | 15.40% | 22.43%-7.0pp | 57.82%-42.4pp | 40.90%-25.5pp |
| Employer contribution / active EE | $721 | $1,703-57.6% | $2,555-71.8% | $2,631-72.6% |
| Participant deferral / active EE | $1,748 | $3,114-43.9% | $4,581-61.8% | $4,212-58.5% |
| Admin fee / account holder | $4,996 | $4,811+3.9% | $8,261-39.5% | $7,344-32.0% |