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 | $16,692 | $81,248-79.5% | $155,509-89.3% | $80,856-79.4% |
| Participation rate | 56.2% | 66.2%-10.0pp | 78.2%-22.0pp | 67.6%-11.5pp |
| Annual return | 12.20% | 33.31%-21.1pp | 64.67%-52.5pp | 35.59%-23.4pp |
| Employer contribution / active EE | $832 | $3,100-73.2% | $4,672-82.2% | $2,755-69.8% |
| Participant deferral / active EE | $1,776 | $3,452-48.5% | $5,626-68.4% | $4,296-58.6% |
| Admin fee / account holder | $4,886 | $7,997-38.9% | $15,912-69.3% | $6,918-29.4% |