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 3-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 | $15,894 | $56,053-71.6% | $75,972-79.1% | $80,856-80.3% |
| Participation rate | 42.6% | 62.0%-19.4pp | 69.1%-26.5pp | 67.6%-25.0pp |
| Annual return | 32.26% | 20.53%+11.7pp | 359.55%-327.3pp | 35.59%-3.3pp |
| Employer contribution / active EE | $1,163 | $1,874-37.9% | $2,685-56.7% | $2,755-57.8% |
| Participant deferral / active EE | $1,682 | $3,052-44.9% | $4,255-60.5% | $4,296-60.9% |
| Admin fee / account holder | $2,035 | $5,234-61.1% | $6,467-68.5% | $6,918-70.6% |