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 | $19,914 | $64,480-69.1% | $81,382-75.5% | $80,856-75.4% |
| Participation rate | 55.6% | 63.9%-8.3pp | 69.5%-13.9pp | 67.6%-12.1pp |
| Annual return | 14.23% | 16.34%-2.1pp | 24.73%-10.5pp | 35.59%-21.4pp |
| Employer contribution / active EE | $933 | $1,978-52.8% | $2,463-62.1% | $2,755-66.1% |
| Participant deferral / active EE | $2,697 | $3,094-12.8% | $3,883-30.5% | $4,296-37.2% |
| Admin fee / account holder | $1,688 | $5,671-70.2% | $5,768-70.7% | $6,918-75.6% |