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 | $20,320 | $64,839-68.7% | $95,585-78.7% | $84,808-76.0% |
| Participation rate | 63.3% | 63.8%-0.5pp | 72.1%-8.7pp | 68.3%-5.0pp |
| Annual return | 16.80% | -670.96%+687.8pp | 38.56%-21.8pp | 40.90%-24.1pp |
| Employer contribution / active EE | $1,550 | $1,759-11.8% | $2,527-38.6% | $2,631-41.1% |
| Participant deferral / active EE | $1,785 | $2,965-39.8% | $4,023-55.6% | $4,212-57.6% |
| Admin fee / account holder | $480 | $5,964-92.0% | $6,127-92.2% | $7,344-93.5% |