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 | $25,953 | $64,480-59.7% | $81,382-68.1% | $80,856-67.9% |
| Participation rate | 40.0% | 63.9%-23.9pp | 69.5%-29.5pp | 67.6%-27.6pp |
| Annual return | 14.03% | 16.34%-2.3pp | 24.73%-10.7pp | 35.59%-21.6pp |
| Employer contribution / active EE | $1,210 | $1,978-38.8% | $2,463-50.9% | $2,755-56.1% |
| Participant deferral / active EE | $1,936 | $3,094-37.4% | $3,883-50.1% | $4,296-54.9% |
| Admin fee / account holder | $1,384 | $5,671-75.6% | $5,768-76.0% | $6,918-80.0% |