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 | $22,488 | $29,667-24.2% | $56,441-60.2% | $80,874-72.2% |
| Participation rate | 31.3% | 41.7%-10.4pp | 52.5%-21.2pp | 67.6%-36.4pp |
| Annual return | 15.40% | 35.22%-19.8pp | 1704.21%-1688.8pp | 35.62%-20.2pp |
| Employer contribution / active EE | $993 | $669+48.4% | $1,039-4.4% | $2,756-63.9% |
| Participant deferral / active EE | $1,503 | $1,227+22.5% | $1,953-23.1% | $4,297-65.0% |
| Admin fee / account holder | $500 | $2,429-79.4% | $2,829-82.3% | $6,935-92.8% |