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 3-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 | $15,151 | $81,248-81.4% | $155,509-90.3% | $80,856-81.3% |
| Participation rate | 24.0% | 66.2%-42.2pp | 78.2%-54.2pp | 67.6%-43.6pp |
| Annual return | 17.51% | 33.31%-15.8pp | 64.67%-47.2pp | 35.59%-18.1pp |
| Employer contribution / active EE | $2,113 | $3,100-31.9% | $4,672-54.8% | $2,755-23.3% |
| Participant deferral / active EE | $0 | $3,452-100.0% | $5,626-100.0% | $4,296-100.0% |
| Admin fee / account holder | $333 | $7,997-95.8% | $15,912-97.9% | $6,918-95.2% |