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 3-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 | $11,231 | $51,638-78.3% | $68,368-83.6% | $82,448-86.4% |
| Participation rate | 44.4% | 63.6%-19.2pp | 73.8%-29.3pp | 68.1%-23.6pp |
| Annual return | 21.03% | 37.53%-16.5pp | 292.57%-271.5pp | 41.64%-20.6pp |
| Employer contribution / active EE | $945 | $2,047-53.8% | $2,649-64.3% | $2,551-63.0% |
| Participant deferral / active EE | $1,370 | $2,914-53.0% | $4,123-66.8% | $4,139-66.9% |
| Admin fee / account holder | $870 | $4,643-81.3% | $5,150-83.1% | $7,234-88.0% |