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 3-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 | $12,372 | $60,022-79.4% | $88,946-86.1% | $84,808-85.4% |
| Participation rate | 48.1% | 57.8%-9.7pp | 68.8%-20.7pp | 68.3%-20.2pp |
| Annual return | 19.18% | 22.43%-3.2pp | 57.82%-38.6pp | 40.90%-21.7pp |
| Employer contribution / active EE | $812 | $1,703-52.3% | $2,555-68.2% | $2,631-69.1% |
| Participant deferral / active EE | $2,006 | $3,114-35.6% | $4,581-56.2% | $4,212-52.4% |
| Admin fee / account holder | $414 | $4,811-91.4% | $8,261-95.0% | $7,344-94.4% |