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 | $14,029 | $45,343-69.1% | $150,298-90.7% | $67,986-79.4% |
| Participation rate | 40.6% | 51.9%-11.2pp | 77.8%-37.1pp | 57.2%-16.6pp |
| Annual return | 40.33% | 33.28%+7.1pp | 62.79%-22.5pp | 31.67%+8.7pp |
| Employer contribution / active EE | $454 | $1,462-68.9% | $4,154-89.1% | $2,019-77.5% |
| Participant deferral / active EE | $1,425 | $2,055-30.6% | $5,453-73.9% | $3,358-57.6% |
| Admin fee / account holder | $1,671 | $2,250-25.7% | $14,116-88.2% | $3,203-47.8% |