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 | $14,642 | $81,248-82.0% | $155,509-90.6% | $80,856-81.9% |
| Participation rate | 59.0% | 66.2%-7.3pp | 78.2%-19.2pp | 67.6%-8.7pp |
| Annual return | 14.23% | 33.31%-19.1pp | 64.67%-50.4pp | 35.59%-21.4pp |
| Employer contribution / active EE | $1,497 | $3,100-51.7% | $4,672-68.0% | $2,755-45.6% |
| Participant deferral / active EE | $2,936 | $3,452-14.9% | $5,626-47.8% | $4,296-31.6% |
| Admin fee / account holder | $834 | $7,997-89.6% | $15,912-94.8% | $6,918-87.9% |