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 | $20,764 | $76,407-72.8% | $150,298-86.2% | $82,448-74.8% |
| Participation rate | 33.8% | 66.4%-32.6pp | 77.8%-44.0pp | 68.1%-34.3pp |
| Annual return | 21.74% | 39.99%-18.3pp | 62.79%-41.0pp | 41.64%-19.9pp |
| Employer contribution / active EE | $879 | $2,614-66.4% | $4,154-78.8% | $2,551-65.5% |
| Participant deferral / active EE | $1,752 | $3,214-45.5% | $5,453-67.9% | $4,139-57.7% |
| Admin fee / account holder | $3,873 | $6,352-39.0% | $14,116-72.6% | $7,234-46.5% |