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 | $17,088 | $81,248-79.0% | $155,509-89.0% | $80,856-78.9% |
| Participation rate | 45.8% | 66.2%-20.5pp | 78.2%-32.4pp | 67.6%-21.9pp |
| Annual return | 11.28% | 33.31%-22.0pp | 64.67%-53.4pp | 35.59%-24.3pp |
| Employer contribution / active EE | $995 | $3,100-67.9% | $4,672-78.7% | $2,755-63.9% |
| Participant deferral / active EE | $2,224 | $3,452-35.6% | $5,626-60.5% | $4,296-48.2% |
| Admin fee / account holder | $1,611 | $7,997-79.9% | $15,912-89.9% | $6,918-76.7% |