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 | $14,621 | $77,899-81.2% | $149,673-90.2% | $75,163-80.5% |
| Participation rate | 43.5% | 65.6%-22.1pp | 78.8%-35.3pp | 67.2%-23.7pp |
| Annual return | 21.05% | 31.72%-10.7pp | 134.42%-113.4pp | 160.62%-139.6pp |
| Employer contribution / active EE | $848 | $3,137-73.0% | $4,818-82.4% | $2,670-68.2% |
| Participant deferral / active EE | $2,084 | $3,411-38.9% | $5,680-63.3% | $4,125-49.5% |
| Admin fee / account holder | $6,463 | $5,956+8.5% | $13,210-51.1% | $5,651+14.4% |