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 | $13,543 | $104,974-87.1% | $95,585-85.8% | $142,382-90.5% |
| Participation rate | 63.2% | 75.0%-11.8pp | 72.1%-8.9pp | 80.1%-17.0pp |
| Annual return | 17.32% | 210.33%-193.0pp | 38.56%-21.2pp | 217.08%-199.8pp |
| Employer contribution / active EE | $761 | $2,779-72.6% | $2,527-69.9% | $4,299-82.3% |
| Participant deferral / active EE | $2,441 | $4,352-43.9% | $4,023-39.3% | $6,507-62.5% |
| Admin fee / account holder | $2,260 | $6,386-64.6% | $6,127-63.1% | $12,624-82.1% |