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 | $16,011 | $57,016-71.9% | $84,966-81.2% | $80,856-80.2% |
| Participation rate | 40.7% | 56.3%-15.6pp | 67.5%-26.8pp | 67.6%-26.9pp |
| Annual return | 10.64% | 21.66%-11.0pp | 66.38%-55.7pp | 35.59%-25.0pp |
| Employer contribution / active EE | $610 | $1,798-66.1% | $2,727-77.6% | $2,755-77.9% |
| Participant deferral / active EE | $1,302 | $3,110-58.1% | $4,519-71.2% | $4,296-69.7% |
| Admin fee / account holder | $419 | $4,980-91.6% | $6,149-93.2% | $6,918-93.9% |