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 | $16,288 | $77,899-79.1% | $149,673-89.1% | $75,163-78.3% |
| Participation rate | 40.3% | 65.6%-25.3pp | 78.8%-38.5pp | 67.2%-26.9pp |
| Annual return | 34.87% | 31.72%+3.2pp | 134.42%-99.5pp | 160.62%-125.7pp |
| Employer contribution / active EE | $1,281 | $3,137-59.2% | $4,818-73.4% | $2,670-52.0% |
| Participant deferral / active EE | $2,540 | $3,411-25.5% | $5,680-55.3% | $4,125-38.4% |
| Admin fee / account holder | $1,225 | $5,956-79.4% | $13,210-90.7% | $5,651-78.3% |