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 6-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 | $21,888 | $51,576-57.6% | $129,207-83.1% | $80,856-72.9% |
| Participation rate | 65.0% | 57.0%+8.0pp | 69.6%-4.6pp | 67.6%-2.6pp |
| Annual return | 13.17% | 20.81%-7.6pp | 9417.33%-9404.2pp | 35.59%-22.4pp |
| Employer contribution / active EE | $1,237 | $1,584-21.9% | $4,153-70.2% | $2,755-55.1% |
| Participant deferral / active EE | $2,722 | $2,669+2.0% | $4,168-34.7% | $4,296-36.6% |
| Admin fee / account holder | $556 | $4,305-87.1% | $7,715-92.8% | $6,918-92.0% |