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 | $14,257 | $42,886-66.8% | $88,946-84.0% | $85,563-83.3% |
| Participation rate | 16.8% | 37.9%-21.1pp | 68.8%-52.1pp | 66.0%-49.2pp |
| Annual return | 19.24% | 44.56%-25.3pp | 57.82%-38.6pp | 31.51%-12.3pp |
| Employer contribution / active EE | $412 | $1,147-64.1% | $2,555-83.9% | $2,654-84.5% |
| Participant deferral / active EE | $534 | $2,108-74.7% | $4,581-88.3% | $4,375-87.8% |
| Admin fee / account holder | $2,439 | $2,263+7.8% | $8,261-70.5% | $834+192.4% |