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 | $20,037 | $80,717-75.2% | $154,803-87.1% | $84,808-76.4% |
| Participation rate | 29.4% | 66.8%-37.4pp | 78.1%-48.7pp | 68.3%-38.9pp |
| Annual return | 33.90% | 37.96%-4.1pp | 58.88%-25.0pp | 40.90%-7.0pp |
| Employer contribution / active EE | $709 | $2,761-74.3% | $4,305-83.5% | $2,631-73.1% |
| Participant deferral / active EE | $1,310 | $3,303-60.3% | $5,540-76.3% | $4,212-68.9% |
| Admin fee / account holder | $3,476 | $6,746-48.5% | $14,329-75.7% | $7,344-52.7% |