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 | $10,949 | $81,248-86.5% | $155,509-93.0% | $80,856-86.5% |
| Participation rate | 48.4% | 66.2%-17.8pp | 78.2%-29.8pp | 67.6%-19.3pp |
| Annual return | 15.72% | 33.31%-17.6pp | 64.67%-48.9pp | 35.59%-19.9pp |
| Employer contribution / active EE | $851 | $3,100-72.6% | $4,672-81.8% | $2,755-69.1% |
| Participant deferral / active EE | $2,400 | $3,452-30.5% | $5,626-57.3% | $4,296-44.1% |
| Admin fee / account holder | $1,692 | $7,997-78.8% | $15,912-89.4% | $6,918-75.5% |