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 | $22,641 | $51,638-56.2% | $68,368-66.9% | $82,448-72.5% |
| Participation rate | 60.5% | 63.6%-3.1pp | 73.8%-13.2pp | 68.1%-7.5pp |
| Annual return | 22.06% | 37.53%-15.5pp | 292.57%-270.5pp | 41.64%-19.6pp |
| Employer contribution / active EE | $848 | $2,047-58.5% | $2,649-68.0% | $2,551-66.7% |
| Participant deferral / active EE | $1,571 | $2,914-46.1% | $4,123-61.9% | $4,139-62.0% |
| Admin fee / account holder | $806 | $4,643-82.6% | $5,150-84.3% | $7,234-88.9% |