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 | $12,293 | $43,327-71.6% | $59,878-79.5% | $64,186-80.8% |
| Participation rate | 56.3% | 69.2%-12.9pp | 74.7%-18.4pp | 69.6%-13.3pp |
| Annual return | 7.91% | -1.55%+9.5pp | 3.46%+4.5pp | 7.63%+0.3pp |
| Employer contribution / active EE | $400 | $2,028-80.3% | $2,722-85.3% | $2,381-83.2% |
| Participant deferral / active EE | $967 | $2,546-62.0% | $3,402-71.6% | $3,470-72.1% |
| Admin fee / account holder | $482 | $3,005-83.9% | $3,590-86.6% | $4,888-90.1% |