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 | $15,334 | $55,932-72.6% | $76,735-80.0% | $67,986-77.4% |
| Participation rate | 31.3% | 50.8%-19.5pp | 69.5%-38.2pp | 57.2%-25.9pp |
| Annual return | 23.25% | 23.10%+0.2pp | 29.77%-6.5pp | 31.67%-8.4pp |
| Employer contribution / active EE | $960 | $1,487-35.4% | $2,454-60.9% | $2,019-52.4% |
| Participant deferral / active EE | $1,509 | $2,558-41.0% | $4,088-63.1% | $3,358-55.1% |
| Admin fee / account holder | $926 | $4,907-81.1% | $7,189-87.1% | $3,203-71.1% |