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 | $11,149 | $57,016-80.4% | $84,966-86.9% | $80,856-86.2% |
| Participation rate | 42.2% | 56.3%-14.1pp | 67.5%-25.3pp | 67.6%-25.4pp |
| Annual return | 33.92% | 21.66%+12.3pp | 66.38%-32.5pp | 35.59%-1.7pp |
| Employer contribution / active EE | $760 | $1,798-57.7% | $2,727-72.1% | $2,755-72.4% |
| Participant deferral / active EE | $1,647 | $3,110-47.0% | $4,519-63.6% | $4,296-61.7% |
| Admin fee / account holder | $754 | $4,980-84.9% | $6,149-87.7% | $6,918-89.1% |