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 6-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 | $22,499 | $106,584-78.9% | $101,326-77.8% | $142,382-84.2% |
| Participation rate | 52.4% | 82.7%-30.3pp | 81.5%-29.1pp | 80.1%-27.7pp |
| Annual return | 18.08% | 36.93%-18.8pp | 36.82%-18.7pp | 217.08%-199.0pp |
| Employer contribution / active EE | $1,146 | $3,956-71.0% | $3,665-68.7% | $4,299-73.3% |
| Participant deferral / active EE | $2,422 | $8,297-70.8% | $7,994-69.7% | $6,507-62.8% |
| Admin fee / account holder | $1,473 | $11,446-87.1% | $11,185-86.8% | $12,624-88.3% |