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 5-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 | $22,041 | $77,896-71.7% | $134,172-83.6% | $82,448-73.3% |
| Participation rate | 39.0% | 62.8%-23.8pp | 72.5%-33.4pp | 68.1%-29.0pp |
| Annual return | 19.31% | 18.21%+1.1pp | 25.30%-6.0pp | 41.64%-22.3pp |
| Employer contribution / active EE | $940 | $2,159-56.5% | $3,420-72.5% | $2,551-63.2% |
| Participant deferral / active EE | $1,499 | $3,162-52.6% | $4,690-68.0% | $4,139-63.8% |
| Admin fee / account holder | $9,819 | $6,336+55.0% | $12,016-18.3% | $7,234+35.7% |