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 8-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 | $13,264 | $57,057-76.8% | $85,009-84.4% | $80,874-83.6% |
| Participation rate | 48.9% | 56.4%-7.5pp | 67.5%-18.6pp | 67.6%-18.8pp |
| Annual return | 13.84% | 21.66%-7.8pp | 66.47%-52.6pp | 35.62%-21.8pp |
| Employer contribution / active EE | $401 | $1,799-77.7% | $2,728-85.3% | $2,756-85.5% |
| Participant deferral / active EE | $1,486 | $3,112-52.3% | $4,522-67.1% | $4,297-65.4% |
| Admin fee / account holder | $381 | $4,986-92.4% | $6,153-93.8% | $6,935-94.5% |