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 | $21,307 | $95,266-77.6% | $82,389-74.1% | $142,382-85.0% |
| Participation rate | 21.1% | 74.5%-53.4pp | 69.5%-48.5pp | 80.1%-59.1pp |
| Annual return | 18.06% | 25.74%-7.7pp | 28.67%-10.6pp | 217.08%-199.0pp |
| Employer contribution / active EE | $517 | $2,991-82.7% | $2,517-79.5% | $4,299-88.0% |
| Participant deferral / active EE | $1,818 | $4,809-62.2% | $4,155-56.3% | $6,507-72.1% |
| Admin fee / account holder | $2,643 | $8,563-69.1% | $7,231-63.4% | $12,624-79.1% |