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 | $21,604 | $29,660-27.2% | $56,411-61.7% | $80,856-73.3% |
| Participation rate | 25.0% | 41.6%-16.6pp | 52.5%-27.5pp | 67.6%-42.6pp |
| Annual return | 13.17% | 35.23%-22.1pp | 1701.33%-1688.2pp | 35.59%-22.4pp |
| Employer contribution / active EE | $606 | $669-9.4% | $1,039-41.6% | $2,755-78.0% |
| Participant deferral / active EE | $1,649 | $1,226+34.5% | $1,952-15.5% | $4,296-61.6% |
| Admin fee / account holder | $5,076 | $2,428+109.1% | $2,829+79.4% | $6,918-26.6% |