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 | $11,447 | $51,175-77.6% | $70,515-83.8% | $75,163-84.8% |
| Participation rate | 28.1% | 60.9%-32.8pp | 68.3%-40.2pp | 67.2%-39.1pp |
| Annual return | 30.13% | 30.02%+0.1pp | 32.77%-2.6pp | 160.62%-130.5pp |
| Employer contribution / active EE | $1,010 | $1,826-44.7% | $2,973-66.0% | $2,670-62.2% |
| Participant deferral / active EE | $2,517 | $2,849-11.6% | $4,567-44.9% | $4,125-39.0% |
| Admin fee / account holder | $742 | $4,091-81.9% | $6,412-88.4% | $5,651-86.9% |