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 | $15,404 | $54,705-71.8% | $71,209-78.4% | $84,808-81.8% |
| Participation rate | 54.0% | 64.1%-10.1pp | 73.8%-19.8pp | 68.3%-14.3pp |
| Annual return | 20.38% | 35.90%-15.5pp | 282.51%-262.1pp | 40.90%-20.5pp |
| Employer contribution / active EE | $1,974 | $2,158-8.5% | $2,721-27.4% | $2,631-25.0% |
| Participant deferral / active EE | $2,859 | $3,030-5.6% | $4,175-31.5% | $4,212-32.1% |
| Admin fee / account holder | $2,135 | $4,863-56.1% | $5,349-60.1% | $7,344-70.9% |