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 | $19,724 | $117,983-83.3% | $101,794-80.6% | $142,382-86.1% |
| Participation rate | 52.4% | 74.2%-21.8pp | 69.2%-16.8pp | 80.1%-27.7pp |
| Annual return | 23.87% | 36.92%-13.0pp | 30.53%-6.7pp | 217.08%-193.2pp |
| Employer contribution / active EE | $1,293 | $2,773-53.4% | $2,289-43.5% | $4,299-69.9% |
| Participant deferral / active EE | $2,804 | $4,714-40.5% | $4,084-31.3% | $6,507-56.9% |
| Admin fee / account holder | $984 | $10,433-90.6% | $8,777-88.8% | $12,624-92.2% |