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 6-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 | $24,321 | $81,248-70.1% | $155,509-84.4% | $80,856-69.9% |
| Participation rate | 65.5% | 66.2%-0.7pp | 78.2%-12.7pp | 67.6%-2.1pp |
| Annual return | 14.45% | 33.31%-18.9pp | 64.67%-50.2pp | 35.59%-21.1pp |
| Employer contribution / active EE | $986 | $3,100-68.2% | $4,672-78.9% | $2,755-64.2% |
| Participant deferral / active EE | $3,770 | $3,452+9.2% | $5,626-33.0% | $4,296-12.2% |
| Admin fee / account holder | $1,139 | $7,997-85.8% | $15,912-92.8% | $6,918-83.5% |