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 6-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 | $22,847 | $51,175-55.4% | $70,515-67.6% | $75,163-69.6% |
| Participation rate | 37.5% | 60.9%-23.4pp | 68.3%-30.8pp | 67.2%-29.7pp |
| Annual return | 15.65% | 30.02%-14.4pp | 32.77%-17.1pp | 160.62%-145.0pp |
| Employer contribution / active EE | $990 | $1,826-45.8% | $2,973-66.7% | $2,670-62.9% |
| Participant deferral / active EE | $1,424 | $2,849-50.0% | $4,567-68.8% | $4,125-65.5% |
| Admin fee / account holder | $1,806 | $4,091-55.9% | $6,412-71.8% | $5,651-68.0% |