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 | $19,970 | $71,050-71.9% | $93,606-78.7% | $80,856-75.3% |
| Participation rate | 44.0% | 60.4%-16.4pp | 68.7%-24.7pp | 67.6%-23.6pp |
| Annual return | 19.93% | 11.26%+8.7pp | 133.20%-113.3pp | 35.59%-15.7pp |
| Employer contribution / active EE | $1,191 | $1,564-23.9% | $2,420-50.8% | $2,755-56.8% |
| Participant deferral / active EE | $2,024 | $4,034-49.8% | $4,411-54.1% | $4,296-52.9% |
| Admin fee / account holder | $430 | $6,945-93.8% | $8,285-94.8% | $6,918-93.8% |