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 | $10,643 | $45,343-76.5% | $150,298-92.9% | $67,986-84.3% |
| Participation rate | 67.3% | 51.9%+15.4pp | 77.8%-10.5pp | 57.2%+10.1pp |
| Annual return | 29.32% | 33.28%-4.0pp | 62.79%-33.5pp | 31.67%-2.3pp |
| Employer contribution / active EE | $739 | $1,462-49.4% | $4,154-82.2% | $2,019-63.4% |
| Participant deferral / active EE | $1,458 | $2,055-29.0% | $5,453-73.3% | $3,358-56.6% |
| Admin fee / account holder | $1,193 | $2,250-47.0% | $14,116-91.5% | $3,203-62.7% |