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 | $24,462 | $51,638-52.6% | $68,368-64.2% | $82,448-70.3% |
| Participation rate | 58.1% | 63.6%-5.5pp | 73.8%-15.7pp | 68.1%-10.0pp |
| Annual return | 17.83% | 37.53%-19.7pp | 292.57%-274.7pp | 41.64%-23.8pp |
| Employer contribution / active EE | $2,222 | $2,047+8.6% | $2,649-16.1% | $2,551-12.9% |
| Participant deferral / active EE | $3,334 | $2,914+14.4% | $4,123-19.1% | $4,139-19.4% |
| Admin fee / account holder | $711 | $4,643-84.7% | $5,150-86.2% | $7,234-90.2% |