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 | $19,428 | $58,627-66.9% | $76,735-74.7% | $82,448-76.4% |
| Participation rate | 23.9% | 63.2%-39.3pp | 69.5%-45.6pp | 68.1%-44.2pp |
| Annual return | 20.23% | 39.10%-18.9pp | 29.77%-9.5pp | 41.64%-21.4pp |
| Employer contribution / active EE | $732 | $1,729-57.7% | $2,454-70.2% | $2,551-71.3% |
| Participant deferral / active EE | $1,055 | $3,134-66.3% | $4,088-74.2% | $4,139-74.5% |
| Admin fee / account holder | $2,280 | $5,323-57.2% | $7,189-68.3% | $7,234-68.5% |