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 | $16,567 | $60,892-72.8% | $82,389-79.9% | $84,808-80.5% |
| Participation rate | 41.8% | 63.3%-21.5pp | 69.5%-27.8pp | 68.3%-26.5pp |
| Annual return | 14.52% | 37.29%-22.8pp | 28.67%-14.2pp | 40.90%-26.4pp |
| Employer contribution / active EE | $598 | $1,779-66.4% | $2,517-76.3% | $2,631-77.3% |
| Participant deferral / active EE | $1,180 | $3,179-62.9% | $4,155-71.6% | $4,212-72.0% |
| Admin fee / account holder | $2,891 | $5,467-47.1% | $7,231-60.0% | $7,344-60.6% |