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 | $20,432 | $100,773-79.7% | $88,946-77.0% | $142,382-85.6% |
| Participation rate | 44.4% | 74.3%-29.8pp | 68.8%-24.4pp | 80.1%-35.7pp |
| Annual return | 14.62% | 70.18%-55.6pp | 57.82%-43.2pp | 217.08%-202.5pp |
| Employer contribution / active EE | $738 | $2,918-74.7% | $2,555-71.1% | $4,299-82.8% |
| Participant deferral / active EE | $1,664 | $5,230-68.2% | $4,581-63.7% | $6,507-74.4% |
| Admin fee / account holder | $1,649 | $9,693-83.0% | $8,261-80.0% | $12,624-86.9% |