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 | $14,347 | $54,705-73.8% | $71,209-79.9% | $84,808-83.1% |
| Participation rate | 17.9% | 64.1%-46.2pp | 73.8%-55.9pp | 68.3%-50.5pp |
| Annual return | 22.61% | 35.90%-13.3pp | 282.51%-259.9pp | 40.90%-18.3pp |
| Employer contribution / active EE | $447 | $2,158-79.3% | $2,721-83.6% | $2,631-83.0% |
| Participant deferral / active EE | $639 | $3,030-78.9% | $4,175-84.7% | $4,212-84.8% |
| Admin fee / account holder | $693 | $4,863-85.8% | $5,349-87.0% | $7,344-90.6% |