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 | $23,308 | $53,053-56.1% | $126,539-81.6% | $74,304-68.6% |
| Participation rate | 15.9% | 48.0%-32.1pp | 69.8%-53.9pp | 60.3%-44.4pp |
| Annual return | 21.38% | 29.46%-8.1pp | 425.95%-404.6pp | 29.43%-8.0pp |
| Employer contribution / active EE | $465 | $1,168-60.1% | $3,674-87.3% | $2,241-79.2% |
| Participant deferral / active EE | $712 | $2,303-69.1% | $4,083-82.6% | $3,767-81.1% |
| Admin fee / account holder | $2,122 | $3,698-42.6% | $6,065-65.0% | $2,969-28.5% |