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 | $21,194 | $56,053-62.2% | $75,972-72.1% | $80,856-73.8% |
| Participation rate | 50.0% | 62.0%-12.0pp | 69.1%-19.1pp | 67.6%-17.6pp |
| Annual return | 12.00% | 20.53%-8.5pp | 359.55%-347.5pp | 35.59%-23.6pp |
| Employer contribution / active EE | $1,433 | $1,874-23.5% | $2,685-46.6% | $2,755-48.0% |
| Participant deferral / active EE | $1,863 | $3,052-38.9% | $4,255-56.2% | $4,296-56.6% |
| Admin fee / account holder | $1,817 | $5,234-65.3% | $6,467-71.9% | $6,918-73.7% |