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 | $11,328 | $51,638-78.1% | $68,368-83.4% | $82,448-86.3% |
| Participation rate | 43.9% | 63.6%-19.7pp | 73.8%-29.8pp | 68.1%-24.2pp |
| Annual return | 18.24% | 37.53%-19.3pp | 292.57%-274.3pp | 41.64%-23.4pp |
| Employer contribution / active EE | $654 | $2,047-68.1% | $2,649-75.3% | $2,551-74.4% |
| Participant deferral / active EE | $1,577 | $2,914-45.9% | $4,123-61.8% | $4,139-61.9% |
| Admin fee / account holder | $1,860 | $4,643-59.9% | $5,150-63.9% | $7,234-74.3% |