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 | $21,769 | $44,960-51.6% | $84,966-74.4% | $74,495-70.8% |
| Participation rate | 35.9% | 49.4%-13.4pp | 67.5%-31.6pp | 67.2%-31.3pp |
| Annual return | 11.27% | 26.24%-15.0pp | 66.38%-55.1pp | 1364.94%-1353.7pp |
| Employer contribution / active EE | $1,315 | $1,457-9.7% | $2,727-51.8% | $2,623-49.8% |
| Participant deferral / active EE | $2,686 | $2,731-1.7% | $4,519-40.6% | $4,346-38.2% |
| Admin fee / account holder | $3,404 | $2,209+54.1% | $6,149-44.6% | $1,942+75.3% |