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 | $3,068 | $22,587-86.4% | $65,255-95.3% | $75,163-95.9% |
| Participation rate | 59.4% | 63.1%-3.7pp | 65.0%-5.5pp | 67.2%-7.8pp |
| Annual return | 17.51% | 71.03%-53.5pp | 47.35%-29.8pp | 160.62%-143.1pp |
| Employer contribution / active EE | $718 | $941-23.6% | $1,691-57.5% | $2,670-73.1% |
| Participant deferral / active EE | $1,229 | $1,695-27.5% | $2,831-56.6% | $4,125-70.2% |
| Admin fee / account holder | $303 | $1,876-83.9% | $4,112-92.6% | $5,651-94.6% |