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 6-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 | $15,268 | $57,016-73.2% | $84,966-82.0% | $80,856-81.1% |
| Participation rate | 44.8% | 56.3%-11.5pp | 67.5%-22.7pp | 67.6%-22.8pp |
| Annual return | 20.63% | 21.66%-1.0pp | 66.38%-45.8pp | 35.59%-15.0pp |
| Employer contribution / active EE | $899 | $1,798-50.0% | $2,727-67.0% | $2,755-67.4% |
| Participant deferral / active EE | $1,398 | $3,110-55.0% | $4,519-69.1% | $4,296-67.4% |
| Admin fee / account holder | $1,532 | $4,980-69.2% | $6,149-75.1% | $6,918-77.9% |