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 | $14,106 | $54,705-74.2% | $71,209-80.2% | $84,808-83.4% |
| Participation rate | 45.6% | 64.1%-18.5pp | 73.8%-28.1pp | 68.3%-22.7pp |
| Annual return | 16.46% | 35.90%-19.4pp | 282.51%-266.0pp | 40.90%-24.4pp |
| Employer contribution / active EE | $797 | $2,158-63.1% | $2,721-70.7% | $2,631-69.7% |
| Participant deferral / active EE | $1,192 | $3,030-60.7% | $4,175-71.4% | $4,212-71.7% |
| Admin fee / account holder | $887 | $4,863-81.8% | $5,349-83.4% | $7,344-87.9% |